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Wealth Planning Officer/ Relationship Manager Jobs

Hr Remedy India
Job Shared by MonsterIndia
Job Description
Position Title: Assistant Relationship Manager
Department: Direct Distribution €“ Direct Sales Force
Key Result Area:
  • Achieve the set business targets on ANP and case count
  • Acquire New Customer through following:
  • Leads
  • Natural market
  • References
  • Orphan base
  • Fix meetings with the prospects to conduct need analysis and explain products
  • Implement and adhere to Need Based Selling Model.
  • Up- sell & Cross Sell the Orphan Base of Customers allocated.
  • Ensuring timely issuance of policies by resolving pending etc.
  • Render prompt post sales service to all allocated customers with respect to all domains
  • Adhere to the customer touch-point engagement in order to service his portfolio of customers.
  • Maintaining the desired persistency ratio
  • Strategize and interact closely with the supervisor on delivering on Business nos.
  • Work collectively with the supervisor and conduct joint sales calls whenever required
  • To develop and implement short term and long term plans to achieve sales target

Skills Required
  • Interpersonal Skills
  • Communication Skills
  • Creative thinking skills
  • Supervising/ Leadership skills
  • Teamwork Skills
  • Influencing Skills
  • Relationship Building Skills
  • Decision Making Skills

Incumbent Characteristics
Qualification: Graduate
Experience: 0 -2 years€™ experience
salary: 2.00 LPA to 3.50 LPA
Age: Below 30 years
Basic Competency:
  • Good Attitude
  • Clear Communication ( Local Language ), Basic English language understanding / communication
  • Basic Mathematics ( % calculation etc )

Thanks & Regards,
Qualities Needed for This Jobs
Sales, Marketing, Direct Sales, Business Development Executive, Territory Sales Manager, Financial Service Consultant, Area Sales Manager, Agency, Bancassurance, Direct Sales, Channel Sales, Corporate Sales
Candidate Profile
Tata Life Looking For Banca & Direct Sales- Upto 3.5l- 8087075486
Looking for Any Graduate / Post Graduate graduates profile.
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More Information
Location Bangalore
Education Any Graduate / Post Graduate
Experience 1 (yrs)
Industry Sales/Marketing
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