Direct customer service and sales to existing company 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 professional advice to customer • Fix self appointments everyday from the given customer database as per the campaign Sales • Focus on cross-sell & up-sell prospect in allocated customers. Ensure successful completion of licensing as per company standards