Relationship Manager - Banca Direct

1. What are your roles and responsibilities?

Target Achievement

• Drive sales and achieve targets by building relationship with Existing Customers & exploring Cross Selling / Reference Selling opportunities.

• Ensure Renewal is collected to keep every policy live.

Sales Process Management

• Tracking & diligently working on assigned customer base with end-to-end lead management & servicing the customers.

• Generating References through every customer interaction.

2. What are the role’s deliverables/goals?

                                                              • Service every mapped customer to explore Cross Sell opportunity.

                                                              • Generating Reference for new customer acquisition during customer call.

QUANTITATIVE                                   • Achievement of Monthly / Quarterly /Half yearly and Annual Sales Target