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Relationship Manager

Salem, Tamil Nadu

Ontrack HR Services Pvt Limited

Job Description

Represent company values and vision to all prospective customers and present our services
Build relationships with existing and prospective clients
Conduct a comprehensive financial need analysis of customers & provide the right investment solution which includes Lockers, Mutual Funds, Life & General Insurance, Fixed Deposit products
Take accountability in handling clients investment portfolios
Meet Productivity targets as assigned by the Organization month on month.
Cross-Sell and Up-Sell to existing clients
Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis.
Maintain customer relations & ensure post sale needs of customers are met.
Observe strict adherence to policies and procedures.
Organize marketing activities or events to raise brand awareness.

Minimum requirement: Under Graduates
Prior Work experience of two years or more in the BFSI sector with exposure to Life/ General Insurance/Mutual Fund Sales.

Company Description

Leading HR service provider.

Additional Information

Last updated:
Job type:
Full time
Position type:
Minimum experience:
Two years
Compulsory Education
Salary range:
₹ 2,50,000 - ₹ 3,75,000 / Yearly (Gross Pay)
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