KEY 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.
Skills:
Excellent communication and listening skills
The ability to explain complex information clearly and simply
Good sales and negotiation skills
An interest in financial products and markets
Good mathematical and computer skills
Plenty of drive, initiative and motivation
An honest and trustworthy manner
Attention to detail
The ability to analyse and research information