Roles and Responsibilities
Manage relationships with existing clients to identify their financial needs and provide tailored solutions.
Develop recent business prospects through cross-selling of insurance products to bank customers.
Collaborate with internal teams to ensure seamless delivery of services and resolve client issues promptly.
Meet or exceed monthly targets for sales performance, productivity, and customer satisfaction metrics.
Stay up-to-date with industry trends, regulatory changes, and competitor activity to maintain a competitive edge.
📌 Relationship Manager Au Bank Dehradun
🏢 Bharti AXA Life Insurance
📍 Dehradun
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