Manager Branch Relationship Insurance (2 5 Yrs) Maharashtra/kolhapur,sangli (bfsi Sales)

Year    Sangli, Maharashtra - Kolhapur, Maharashtra, India

Job Description


Roles and Responsibilities :- Relationship Management with Clients:- Build and maintain relationships with both current and future customers.- Recognize the financial requirements of your clients and suggest appropriate banking services and products.- Serve as the main point of contact for questions from clients and the handling of their problems.Business Development and Sales :- Reach sales goals for branches by advertising banking goods and services.- Financial products like loans, mortgages, investments, and insurance can be upsold and cross-marketed.- Find ways to increase the number of clients and bring in new business.Excellence in Customer Service :- Deliver outstanding customer service in order to improve client retention and satisfaction.- Respond quickly and expertly to consumer concerns and questions.- Make sure internal policies and regulatory requirements are followed.Financial Guidance :- Provide clients with financial guidance and advice based on their risk tolerance and financial goals.- Make appropriate investment strategy recommendations based on your financial assessments. (ref:updazz.com)

updazz .com

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Job Detail

  • Job Id
    JD3301818
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Sangli, Maharashtra - Kolhapur, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year