- 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
- 3-4 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate
- Must own a conveyance
Good communication skills
For more information please call Sreelakshmi@(phone hidden) or Gopakumar@(phone hidden)
📌 RM - Life Insurance Direct Loyalty channel - 6.5 lacs (Mandya)
🏢 Wego Consultants
📍 Mandya
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