Service through relationship management

 Establishing and strengthening relationship with the allocated customer base.
 Ensure retention of customers 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 

0 – 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 20-25 years
Must own a conveyance
Good communication skills