Relatonship Manager -tele Sales Job in Angel Broking

Group Company: Angel Financial Advisors Pvt.Ltd

Designation: Relationship Manager - WMS (AFAPL_WMS_2)

Years of experience: 1 to 4

Salary Range: INR 200000 to 320057

Position description:

• Advising clients on various investment ideas based on the suitability to their risk profile,
• Asking questions to engage customers and keep the conversation going,
• Keeping up to date on all products and informing customers of new products.
• Reach out to existing and potential customers to present our product and service offering over the telephone ensuring monthly/annual revenue target achievement
• Go the Extra mile " to meet sales quota and facilitate sales
• Gathering and documenting customer information, reactions to products, payment methods and policy booking.
• Responsible to understand clients investment needs, creating long term asset allocation plan and 360 degree financial planning for the client

Primary Responsibilities:

• Cross Sales and advising Clients on Life insurance products

Additional Responsibilities:

Educational qualifications preferred Degree: Bachelors degree

• Sales & acquisition experience
• Experience in Customer Service, Customer Relationship
• Relationship Management
• Good knowledge of financial market