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 - Team Development (Subject to assessment)Sales : - Focus on cross-sell & up-sell opportunity in allocated customers. - Ensure successful completion of licensing as per standards (ref:updazz.com)
updazz .com
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