Job Description & Responsibilities :-

1. Establishing and strengthening relationship with the allocated customer base.

2. Ensure retention of in his/her allocated ?Book of Relations? (existing customer database).

3. Act as single point of contact for customers for any customer query/complaint.

4. Identify financial goals of customers and providing financial planning assistance.

5. Competition Analysis for giving professional advice to customer

6. Fix self appointments everyday from the given customer database as per the campaign

7. Focus on cross-sell up-sell opportunity in allocated customers.

8. Ensure successful completion of licensing as per MLI standards