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Relationship Manager Jobs in Alappuzha,Idukki,Kannur - W3global

W3global - Job Details

Date of posting: 28 Aug 17
  • Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads.
  • Make appointments,explore the customers financial needs in life-related investment and insurance needs areas,select appropriate product to meet these needs from the company's product range, gain customer agreement to purchase, accurately complete sales documentation.
  • Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same. 
  • Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document,
  • New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time.
  • Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities tocross-sell & up-sell, Obtain referral to further prospects where appropriate.
  • Relationship Building:Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company.
  • Know all the branch managers, relationship managers & employees of all assigned branches on a personal level.
  • Customer Relationship Management: Arrange meetings of banks branch managers &staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.
  • After Sales Service: Accept & follow up on suggestions, request & complaints receivedfrom clients, ensure claim requests are serviced
  • Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets

Job Summary

Job Type : Full Time
Job Category : MBA,Diploma,BSc/BCA/BBM,Tech Support
Hiring Process : Face to Face Interview
Who can apply : Freshers

About W3global

 W3Global, we do much more than software integration. We deliver superior IT Solutions through the successful integration of people, technology and efficient business systems. We employ only senior-level, trusted consultants and programmers with proven track records of success. Because we are a small, efficient business staffed by technology experts, we can offer customers nimble service, unprecedented project turn times, and increased flexibility when compared to larger competitors.

By maintaining a strategic business model that combines Global IT Service Centers in USA with IT experts located offshore, we improve productivity and maximize our client’s cost savings, without compromising on product quality or delivery timelines. As a result, W3Global customers receive face-to-face service, save time and money, and eliminate the need to hire extra personnel or train existing staff for highly technical projects.

We connect your business with greater profitability through end-to-end technology services, streamlined business systems, improved efficiency and reduced business costs. So no matter where you are, or where your business takes you, we’ve got you covered.

Our Mission

W3Global is committed to empowering each of our customers through cost-effective, strategic IT Solutions that improve efficiency and add value to their businesses. We maintain a clear focus on deploying adept technologies in a timely manner, and developing innovative ways to use technology in an ever-changing IT marketplace.

This posting is done directly & exclusively on Freshersworld.com. We do not entertain any unsolicited calls or enquiries from any consultants, other portals or TPOs. Notice: This recruitment is FREE. if the recruiter charges any fees, please write us info@freshersworld.com
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