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Job Description

KEY RESPONSIBILITIES

• Service through relationship management
• Establishing and strengthening relationship with the allocated customer
• base.
• Ensure retention of 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 professional advice to customer
• Fix self appointments everyday from the given customer database as per the
• campaign
• Team Development (Subject to assessment
• 2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
• Age Bracket: 25-30 years
  Must own a conveyance
  Must own or buy a TAB

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