Relationship Manager Jobs in Lucknow - Agera Wealth Management
Job Description
Job Summary
Desired Profile of the candidate:
- Calling to potential customers to prospect for new business
- Responsible for selling of Mutual Funds & health Insurance.
- Attending team meetings and sharing best practice with colleagues.
- Maintain client relationship and provide the best service.
- To ensure quality parameters are met and TAT to respond to the customer is maintained.
- To ensure that the defined productivity targets on service levels, quality parameters are met consistently.
Responsibilities and Duties
- Responsible for delivering SIP / Lump sum targets
- Upselling of Financial products Mutual Fund - SIP, Health Insurance etc
- Deliver outstanding customer service with enthusiasm and a winning smile.
Required Experience, Skills and Qualifications
- Flexible to work on targets
- Ensure complete awareness of all new and existing products & services.
- Highly energetic & target oriented.
Job Particulars
Who can apply Freshers
Hiring Process Face to Face Interview, Telephonic Interview
Employment TypeFull Time
Job Id653853
Job Category MBA , BSc/BCA/BBM , Tech Support , Sales and Marketing
Locality Address
State Uttar Pradesh
Country India
About Company
Agera Wealth management (AWM) is a Subsidiary of Khushhal greens Pvt Ltd. AWM is majorly dealing in Mutual Funds, Health Insurance, Term Insurance, Motor Insurance, Financial Plannings & Portfolio Management services. We are serving our clients across the nation. Our clients presence in all major cities such as Lucknow, New Delhi, Jaipur, Gurgaon, Hyderabad, Pune, Chennai & Bangalore.
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