JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).

KEY RESPONSIBILITIES
Service through relationship management
Establishing and strengthening relationship with the allocated customer base.
Ensure retention of customers in his/her allocated Book of Relations (existing customer database).
Act as single point of contact for customers for any customer query/complaint.
Identify financial goals of customers and providing financial planning assistance.
Competition Analysis for giving qualified advice to customer
Fix self appointments everyday from the given customer database as per the campaign Sales
Focus on cross-sell up-sell chance in allocated customers. Ensure successful completion of licensing as per MLI standards

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📌 Senior Officer/assistant Manager/deputy Manager New Delhi (India)
🏢 Sigma Allied Services
📍 India