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Relationship Manager

1.00 to 6.00 Years   Nagpur   04 Mar, 2024
Job LocationNagpur
EducationNot Mentioned
SalaryRs 1.0 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Job DescriptionKEY RESPONSIBILITIESDrive Revenue through Cross sell / Up sellFocus on cross-sell & up-sell opportunity in every lead allocated from HO teamDrive productivity measures like lead to conversion ratio.Exceed month on month revenue target& collection targetCompetition Analysis for giving professional advice to customerFix self-appointments every day from the given customer database as per the campaignCustomer Service/Retention through relationship managementTimely & effectively resolve service requests of customers.Drive renewal collection on allocated base.Ensure retention of his/her allocated Book of Relations (existing customer database).Establishing and strengthening relationship with the allocated customer base.Identify financial goals of customers and providing financial planning assistance.MEASURES OF SUCCESSTAT adherence for updating System - CSGSuccessful completion of cross-sell/ up-sell Business Goals month on monthCollection of payment/premium from 91-180 days due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets> 45 unique customer meetings in a monthMore than 90% attendance (of total working days)Successfully score >80% in the Functional Trainings impartedDESIRED QUALIFICATIONS AND EXPERIENCEGraduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Minimum 6 months exposure to Life InsuranceAge Bracket: 25-32 yearsMust own a conveyance

Keyskills :
life insurancedirect salescasa salescross sellingdemat accounts

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