RM - Life Insurance Direct Loyalty channel -4.5 lacs (Nashik)

RM - Life Insurance Direct Loyalty channel -4.5 lacs (Nashik)

03 Sep
|
Wego Consultants
|
Nashik

03 Sep

Wego Consultants

Nashik

Role & 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

Preferred candidate profile

- 3-4 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate

- Must own a conveyance

Good communication skills For more information please call Gopakumar@(phone hidden) or Sreelakshmi@(phone hidden)

📌 RM - Life Insurance Direct Loyalty channel -4.5 lacs (Nashik)
🏢 Wego Consultants
📍 Nashik

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