Relationship Manager / 1 - 2 Years / Bangalore


Posted 02 Nov 2016 (808 days ago)

Job Description

• Search, identify & conduct daily sales calls for financial planning sessions with clients • Acquire customers and generate the targeted amount of premium - Deliver Complete Product Information to Customers • Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity • Cross sell and upsell products to existing customers & build portfolios • Manage the relationship with customers to ensure persistency & renewals • Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture • Ensure the delivery of all S&D and financial KPI defined for the role • Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company • Report and highlight any violation of sales, compliance, HR guidelines to superiors

Key Skills

Communication & Presentation Skills Interpersonal Skills Result & Achievement Oriented Customer & Se



Employment Type

Full Time

Job Function


Experience Required

1 - 2 Years

No Of Positions

Salary Offered

INR 300000 - 300000

Interview Locations

Client Location - Bangalore(Interview Mode - Face 2 Face)

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