Relationship Manager/Sr. Executive - Sales
Bajaj capital Insurance Broking Ltd. - Shimla, Himachal Pradesh
1. Acquisition of new clients through direct marketing, referrals, marketing campaigns with the help of Branch Manager.
2. Activating the inactive clients by reviewing their portfolios .
3. Getting regular business by cross selling / upselling the products by reviewing the financial plans / portfolios of clients.
4. Getting business from new clients by doing Financial planning / tax planning / retirement planning.
5. Consistent achievement of monthly targets.
6. Penetration of all products like Mutual Fund, Insurance( Life & Non Life ), Fixed deposits, PMS, Equity etc in all clients portfolios.
Careesma - 10 months ago
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