Relationship Officer - Chennai, India - Prov HR Solutions Private Limited

    Prov HR Solutions Private Limited
    Prov HR Solutions Private Limited Chennai, India

    1 week ago

    Default job background
    Full time
    Description

    Roles and Responsibilities:

    1. Managing a portfolio of customers

    2. Engage with these customers (via digital medium and physical meetings) to increase the Relationship Value

    3. Cross-Selling Investment Products (Mutual Funds, Demat Accounts, SIP etc.), Insurance Products ( Life and Non-Life), Credit Cards and Loans

    Basic Requirements:

    1. Minimum 2-3 years of Sales Experience/ Key Account Management

    2. Good Communication skills

    3. Basic Excel knowledge and ability to perform non-complex data analysis

    4. Basic understanding of Customer Relationship Management (CRM) tools like salesforce, CRMnext.

    Preferred Profiles:

    1.Previous experience as a Relationship Manager in Banking, Insurance Direct Sales ( Life or General), Securities Sales or other financial products sale

    Salary Range & Grade:

    1.Grade would be M2 Deputy Manager

    2. Salary range is max 6 Lakhs per annum fixed CTC

    Interested Candidates can WATS App their resumes at