Customer Relationship Manager

Roles and Responsibilities

• Identify cross-sell opportunities for products such as Motor Insurance, Health Insurance, Fixed Deposits, and SIPs to existing customers.
• Visit existing and potential customers to promote and sell financial products such as :
• Heath & Motor Insurance
• Fixed Deposits (FDs)
• Systematic Investment Plans (SIPs)
• Build and maintain strong, long-term relationships with clients.
• Identify customer needs and suggest appropriate financial products through effective cross-selling techniques.
• Meet or exceed monthly and quarterly sales targets.
• Conduct financial planning sessions with clients to understand their goals and offer tailored investment solutions.
• Provide after-sales support and resolve any product-related queries.
• Maintain records of sales, leads, and customer interactions using CRM tools.
• Stay updated on product knowledge, market trends, and competitor offerings.

Skills Required

Customer Relationship, Motor Insurance, fds, Sip, Health Insurance, Product Knowledge, CRM Tools