Service through relationship management
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 chance in allocated customers.
Ensure successful completion of licensing as per MLI standards