15 Aug
|
Mahindra Finance
|
Mumbai
15 Aug
Mahindra Finance
Mumbai
Roles and Responsibilities
Identify cross-sell prospects for products such as Motor Insurance, Health Insurance, Fixed Deposits, and SIPs to existing customers.
Visit existing and potential customers to promote and sell financial products such as:
Heath & Motor Insurance
Fixed Deposits (FDs)
Systematic Investment Plans (SIPs)
Build and maintain solid, long-term relationships with clients.
Identify customer needs and suggest appropriate financial products through effective cross-selling techniques.
Meet or exceed monthly and quarterly sales targets.
Conduct financial planning sessions with clients to understand their goals and offer tailored investment solutions.
Provide after-sales support and resolve any product-related queries.
Maintain records of sales, leads, and customer interactions using CRM tools.
Stay updated on product knowledge, market trends, and competitor offerings.
📌 Customer Relationship Manager Mumbai
🏢 Mahindra Finance
📍 Mumbai