• Establishing and strengthening relationship with the allocated customer base.
• Ensure retention of 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 chance in allocated customers.
Ensure successful completion of licensing as per MLI standards
📌 Associate Manager (Nashik)
🏢 SkillLabs
📍 Nashik
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