| KEY RESPONSIBILITIES Service through relationship management - Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of in his/her allocated Book of Relations (existing customer database).
- Act as single point of contact for customers for any customer query/complaint.
- Identify financial goals of customers and providing financial planning assistance.
- Competition Analysis for giving professional advice to customer
- Fix self appointments everyday from the given customer database as per the campaign
Sales - Focus on cross-sell & up-sell opportunity in allocated customers.
|
Ensure successful completion of licensing as per MLI standards
KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer q...
| KEY RESPONSIBILITIES Service through relationship management - Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of in his/her allocated Book of Relations (existing customer database).
- Act as single point of contact for customers for any customer query/complaint.
- Identify financial goals of customers and providing financial planning assistance.
- Competition Analysis for giving professional advice to customer
- Fix self appointments everyday from the given customer database as per the campaign
Sales - Focus on cross-sell & up-sell opportunity in allocated customers.
|
Ensure successful completion of licensing as per MLI standards
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