Report this Job
Hiring for Leading Banking Sector
Job Title: Relationship Officer - Digital Sales
Location: Chennai & Bangalore
Roles and Responsibilities:
As a part of the team the Relationship Officer will be responsible for:-
1. Managing a portfolio of 800-900 customers
2. Engage with these customers (via digital medium and physical meetings) to increase the Relationship Value
3. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance Products ( Life and Non-Life), Credit Cards and Loans
Basic Requirements:
1. Minimum 2-3 years of Sales Experience/ Key Account Management
2. Good Communication skills
3. Basic Excel knowledge and ability to perform non-complex data analysis
4. Basic understanding of Customer Relationship Management (CRM) tools like salesforce, CRMnext.
Mandatory Requirement:
1.AMFI/EUIN and IRDAI SP Certification
Preferred Profiles:
1.Previous experience as a Relationship Manager in Banking, Insurance Direct Sales ( Life or General), Securities Sales or other financial products sale
Salary Range & Grade:
1.Grade would be M2 Deputy Manager
2. Salary range is max 6 Lakhs per annum fixed CTC.
Kindly apply to (e-mail removed)
Prov HR Solutions Private Limited
