• Life Insurance-RM @ Chennai & Coimbatore Whats App 9373232022 Jobs in Chennai,India

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  • 1 - 6 Years
  • Posted : above 1 month

Job Description:

RELATIONSHIP MANAGER

 


  • Generate new business to achieve defined sales targets

  • Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues

  • Provide professional customer service to achieve a high percentage of customer satisfaction and retention

  • Ensure ongoing self-development

  • Manage the portfolio to de-risk against attrition and achieve stability of book

  • Manage the key performance indicators at the highest level

  • Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places




  •             Sales


  • Achieve the Targets set in terms of product mix

  • Achieve “best in class” productivity in order to maximize the efficacy of the sales process

  • Achieve the budgeted cross sell targets

  • Aggressive Sales call plans to acquire large prospective customers through referrals

  • Ensure coverage of customer base in accordance with the Group approved Relationship Matrix




  •             Integration Management


  • Manage the customer transition with utmost sensitivity

  • Awareness of all the policies and procedures issued in relation to money laundering prevention

  • Ensure compliance with these policies and procedures on an ongoing basis

  • Any suspicious transaction must immediately be reported to the supervising officer
  • Profile Summary:

    Employment Type : Full Time
    Eligibility : Any Graduate
    Industry : Banking, Insurance
    Functional Area : Banks/Insurance/Financial Services, Sales/Business Development
    Role : Insurance Advisor,Insurance Analyst,Relationship Mgmt,C
    Salary : Rs 1.00 - 4.00 Lacs p.a.
    Deadline : 25th Jan 2020

    Key Skills:

    Company Profile:

    Not Mentioned

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