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 (India)
🏢 HDFC
📍 India
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