• 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 skilled 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