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

Sales

- Focus on cross-sell & up-sell opportunity in allocated customers.

Ensure successful completion of licensing as per MLI standards

Preferred candidate profile

•6 months Minimu in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.

•Age Bracket: 20-35 years

•Must own a conveyance

•Good communication skills

Diya Kapoor

(phone hidden)

📌 Immeidate Joiner Required (Amritsar)
🏢 Orange Corporate Solution
📍 Amritsar