Relationship Manager

AEGON LIFE SERVICES LTD

1 to 4 yrs. Ludhiana , Gurgaon , Delhi
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Posted on 23 Dec 2016

Job Description

KEKEY RESPONSIBILITIES

• Search, identify & conduct daily sales calls for financial planning sessions with clients
• Acquire customers and generate the targeted amount of premium - Deliver Complete Product Information to Customers
• Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity
• Cross sell and upsell products to existing customers & build portfolios
• Manage the relationship with customers to ensure persistency & renewals
• Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture
• Ensure the delivery of all S&D and financial KPI defined for the role
• Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company
• Report and highlight any violation of sales, compliance, HR guidelines to superiors

Keyskills

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Logan Adhikari Recruitment Consultant VM Consultant Ghaziabad

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