Manager - Branch Relationship - Insurance (2-5 Yrs) Maharashtra/Kolhapur,Sangli (BFSI Sales) by TEKPILLAR SERVICES PVT LTD

Updazz.com (July-2017 से पंजीकृत) ने 13 दिन पहले इस नौकरी को पोस्ट किया था

Roles and Responsibilities :- Relationship Management with Clients:- Build and maintain relationships with both current and future customers.- Recognize the financial requirements of your clients and suggest appropriate banking services and products.- Serve as the main point of contact for questions from clients and the handling of their problems.Business Development and Sales :- Reach sales goals for branches by advertising banking goods and services.- Financial products like loans, mortgages, investments, and insurance can be upsold and cross-marketed.- Find ways to increase the number of clients and bring in new business.Excellence in Customer Service :- Deliver outstanding customer service in order to improve client retention and satisfaction.- Respond quickly and expertly to consumer concerns and questions.- Make sure internal policies and regulatory requirements are followed.Financial Guidance :- Provide clients with financial guidance and advice based on their risk tolerance and financial goals.- Make appropriate investment strategy recommendations based on your financial assessments. (ref:updazz.com)

Payroll Type : Permanent