Service To sales - Life Insurance loyalty channel - 4.5 lacs (Bhopal)

Service To sales - Life Insurance loyalty channel - 4.5 lacs (Bhopal)

09 Oct
|
Wego Consultants
|
Bhopal

09 Oct

Wego Consultants

Bhopal

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 skilled advice to customer
- Fix self appointments everyday from the given customer database as per the campaign

Preferred candidate profile

- 1-3 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/BFSI/ Real Estate
- Must own a conveyance

Good communication skills

For more information please call Goapkumar@(phone hidden)

📌 Service To sales - Life Insurance loyalty channel - 4.5 lacs (Bhopal)
🏢 Wego Consultants
📍 Bhopal

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