Bank Branch Coordination: Build and maintain relationships with bank managers and staff to tap into walk-in customer leads. Product Pitching: Cross-sell life, health, or general insurance, mutual funds, and CASA-linked investment products. Target Achievement: Meet monthly and quarterly business and revenue goals assigned to the bank branch tie-up. Compliance & Documentation: Assist customers with policy paperwork, KYC, and initial financial needs analysis.
📌 Customer Relationship Manager (Rajkot)
🏢 HDFC
📍 Rajkot