Relationship Manager Jobs in Bangalore - Indiamoney.com
Job Description
Department – Personal Finance
Responsibilities –
- Advising customers on various aspects of Personal Finance
- Calling back customers and creating profiles with all relevant data
- Performing a Need Analysis to ensure the right financial products are recommended to customers
- Ensuring they are equipped with the information they need to ensure they are not cheated
- Encourage customers to meet Service Providers and thereby generating leads
- Fixing appointments to ensure meeting between Customer and Service Provider
- Ensuring the Customer is interested and is not being forced to meet the Service Provider
- Ensuring the credibility of the Company is not compromised
- Constantly upgrading yourself to ensure you provide the most up to date information to the customers
- Avg. No. of Calls Connected
- Avg. No. of Leads Transferred
- Avg. Quality Score
- Call to Lead Ratio
- Talk Time to Lead Ratio
- Leads Produced to Lead Transferred Ratio
- Points earned
- Strong aptitude in Personal Finance
- Good Communication skills in English and one regional language
- Graduation or Post Graduation in Commerce and Management mandatory (B.com, BBM, BBA, MBA & M .Com)
- Has to clear Wealth Doctor Aptitude Test with minimum 50%
Job Particulars
About Company
Founded in 2008, IndianMoney.com is India’s largest Free and Unbiased Financial Education Company, with a team of over 500 Wealth Doctors (Certified Financial Advisors) proficient in 13 different languages. Headquartered in Bangalore, having centers spread across 13 locations, we cater to the consumers from about 650 towns in India.
With respect to financial education, we have the following product offerings:
1. The Wealth Doctor: On-Call Financial Advising and Personalized Robo-Advising mobile app
•Protect the end consumer from being misguided and misinformed while opting for any financial service.
•Help 23,000 people every day over the phone, protecting them from misguiding and misleading intermediaries.
•Offer free unbiased financial education to anyone in need in the language he/she understands.
2. Lead Market mobile app: Intermediaries' Aggregator Platform
•India’s largest mobile app for financial services intermediaries
•Empowers them to build their own positive brand among their existing customers, friends and Social Media network
•Facilitates Inbound Lead generation for Lifetime- Absolutely free!
