Job Summary:-

Is responsible for generating revenue by focusing on Service to sales through

relationship management, sales productivity-per-executive, thereby achieving

sales & service targets. Also has the flexibility to increase

productivity and meet targets through self-sourced business from HNI

clientele.

Key Responsibilities:

Maintain Customer Relationship

·Build sustainable relationships and trust with customers via

open and interactive communication

· Regular & timely interaction with the customer

via various modes like calls, WhatsApp, EDMs, etc. as decided per the business

plan

· Explain customised proposition to the customer

based on the important dates (Birthday, Term Renew, etc.)

Perform annual protection review calls as per the

timelines

Campaign Calling

·Perform

Segmented product-based campaigns including GLIP, SWP, FWP and others

Perform Service Request Calls

· Keep records of customer interactions and ensure timely

processing of client service request

· Handle customer complaints,



provide appropriate solutions and

alternatives within the time limits; follow up to ensure resolution

·Provide accurate, valid and complete information by using the right

methods/tools

· Ensuring

business hygiene by controlling vectors like 13th month

- persistency, incident rate and free-looking, etc.

Candidate Profile:-

- Graduate in any discipline.
- Minimum 6 months into BFSI/NBFC/ Life Insurance/Banking
- Bancassurance experience will be an advantage.
- Strong communication and interpersonal skills.
- Positive customer handling and relationship management skills.
- Target-oriented and self-motivated.
- Ability to work with bank branch teams and generate business.
- Immediate joiners or candidates serving notice period preferred.

For more information and interested candidates, please share CV-95585 09591 and email [email protected]

📌 Relationship Manager (Mumbai)
🏢 KINAARA ENTERPRISE
📍 Mumbai