Life Planner / Relationship Manager

Jakarta Selatan - Indonesia

Monthly Salary: IDR 2500000 - 10000000

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

To achieve minimum performance standards in Activities (calls appointments meetings)
To adopt and use the appropriate sales portals and tools to ensure a seamless end-to-end sales process
To provide needs-based advice to customers
To achieve or exceed performance targets
To cross-sell and up-sell to existing customers
To perform periodic review with customers
To collaborate with branch team to facilitate leads generation (where applicable)
To handle Bank referred leads and referrals from customers
To generate referrals back to Bank (for bank products)

Qualification :

Min D3
Have experience Min 2 years Sales Insurance/ Agency
Have experience Relation Officer/ Manager or any financial industry
Having a good communication skill
Status Partnership (Mitra)

Required Experience:

Junior IC

To achieve minimum performance standards in Activities (calls appointments meetings)To adopt and use the appropriate sales portals and tools to ensure a seamless end-to-end sales processTo provide needs-based advice to customersTo achieve or exceed performance targetsTo cross-sell and up-sell to exi...

Key Skills

Business Development
Sales Experience
Loyalty Marketing
Portfolio Management
Wealth Management
Financial Services
Algebra
Territory Management
Banking
Relationship Management
Customer relationship management
Geometry

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About Company

AXA Mandiri

PT AXA Mandiri Financial Services (AXA Mandiri) is a joint venture between PT Bank Mandiri (Persero) Tbk and AXA, which is registered and supervised by the Financial Services Authority (OJK). AXA Mandiri runs bancassurance business model has in-branch, telemarketing and corporate dist ... View more

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