Service through relationship management
Establishing and strengthening relationship with the
allocated customer base.
Ensure retention of 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
Fix self appointments everyday from the given
customer database as per the campaign
Focus on cross-sell & up-sell opportunity in allocated
Ensure successful completion of licensing as per MLI
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