Senior Relationship Manager

Quotient Consultancy
  • Pune
  • 3-6 lakh
  • 4-9 years
  • Views
  • 20 Dec 2017

  • Sales/ Business Development/ Account Management

  • Banking - Retail
Job Description

1. Tele calling the customers, Fixing appointments, face to face meetings per day, Preparing daily sales report, Selling all financial services & products to the customer (Life Insurance, Mutual Fund, Bonds, Structured Products and Wealth Products).
2. Advising clients to add value to the existing portfolio.
3. Complying with company rules and regulations.

Competencies/Skill sets for this job

Financial Services Clients Selling Fund Mutual Fund Life Insurance

Job Posted By

Amogha .

About Organisation

Quotient Consultancy