Relationship Management - Direct Sales - Life Insurance Company Thursday, 7 April 2016 No Comment

Job Summary

Locations:

Kolkata

Experience:

1 – 6 years

Keywords / Skills :

Insurance, Life insurance, Banking, Advisor, Sales, General insurance, Loans, Mutual fund, Direct Sales Manager

Education:

Any graduate

Function:

• Sales/ Business Development
• Banking, Insurance & Financial Services

Role:

• Relationship manager
• Investment Advisor
• Business Development Manager
• Relationship Mgr/ Account Servicing

Industry:

• Banking/ Financial Services
• Insurance

Summary:

Wealth Management / Relationship Management / Sale

Posted On:

5th Apr 2016

Achieve the Productivity & FYP Targets

Acquire New Customer through following:

Natural market

References

Up- sell & Cross Sell the Orphan Base of Customers allocated.

Ensuring timely issuance of policies by resolving pending etc.

Render service to all allocated customers

Adhere to the customer touch-point engagement in order to service his portfolio of customers.

Maintaining the desired persistency ratio.

InsuranceLife insuranceBankingAdvisorSalesGeneral insuranceLoansMutual fundDirect Sales Manager

RBG HR Services LLP

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Relationship Management - Direct Sales - Life Insurance Company

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