Customer Relationship Management Manager

Updated: May 21, 2024 12:28 PM GMT

Xperteez Technology

Guwahati, Assam

Job Role: Sale of Mutual Funds/ Insurance products/ Loan & Mortgage

Channel: Wealth Vertical

Grade: B4

Salary: 4LPA-7LPA

Experience Range: Minimum 1 year of sales experience.

Location: Guwahati

Job Purpose:

The primary objective of this role is to onboard new clients and enhance engagement with existing ones by delivering comprehensive financial planning solutions tailored to their risk tolerance and financial objectives, while also attaining revenue targets set for the branch.

Key Job Responsibilities:

1. Client Acquisition and Engagement:

- Initiate daily sales outreach to potential clients to assess their financial needs.

- Propose customized solutions and recommend suitable investment schemes based on client requirements and objectives.

- Maintain regular follow-ups with leads, engaging them through broadcasts and relevant articles.

- Expand the client base through networking and referrals, thereby bolstering Assets under Management (AUM) and Assets under Advisory... More Detail