Delhi, Gurgaon, Karnal, Amritsar, Jalandhar, Ludhiana, Ghaziabad, Jhansi, Dehradun, Nainital, Haldwani
Service through relationship management
Establishing and strengthening relationship with the allocated customer
Ensure retention of customers in his/her allocated “Book of Relations”
(existing customer database).
Act as single point of contact for customers for any customer
Identify financial goals of customers and providing financial planning
Competition Analysis for giving professional advice to customer
Fix self appointments everyday from the given customer database as per the
Focus on cross-sell & up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards
|Experience||1 - 2 Years|
|Salary||1 Lac 50 Thousand To 2 Lac 50 Thousand P.A.|
|Qualification||Other Bachelor Degree|
|Key Skills||insurance advisor insurance associate insurance executive insurance officer|