Relationship Manager 811 - Mumbai

• Engaging with mapped customers to enrich the relationships and garner higher wallet share of the customers
  
• Increase the 811 book and Investment AUM portfolio by means of Acquiring, Enhancing, Deepening and Retention.
  
• Developing and maintaining banking relationships with a select group of high net worth customers through individualized customer service.
  
• Plan and organize lead generation activity, sales initiatives & events for prospective and existing clients.
  
• Cross - selling and Maintains complete relationship record for assigned customer accounts.
  
• Balance Builder products : De-mat,Trading,Credit Cards/FD/RD
  
• Build a Loan Portfolio : Personal, Auto,Two-wheeler, Gold, Home, LAP, LAS and more
  
• Third Party Products : Insurance such as General and Life,etc, Mutual Funds
  
• Other banking products as per customer's need
  
• Prioritizing 360 customer engagement
  
• Ensure that the quality of services is maintained as per the standards set and customers escalations are at bay.
  
• Tracks customer complaints/queries and turnaround times for customer satisfaction thus improving the NPS
  
• Ensure that the defined parameters for opening of a new account are met as per the process and compliance
  
  
  

Requirements

• Post-graduate or graduate.
  
• Minimum 2yrs experience in insurance sales (Direct Channel)/Casa sales open Market
  
• AMFI & IRDA Certification an added advantage for customer orientation
  
• Excellent Interpersonal skills - Written and oral.
  
• Good interpersonal and sales skills with strong people and time management.
  
• Minimum 2yrs experience in insurance sales (Direct Channel)
  
• Hardcore sales mentality. Primary motivation from achievement of targets.
  
• A hunter by orientation.
  
• Should be well groomed and presentable with ambassadorship qualities.