Relationship Manager
At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade... more info
This job is provided by apna.co. Responsibilities: Identify & conduct daily sales calls for financial planning sessions with clients. Acquire customers and generate the targeted amount of premium. Deliver complete product information to customers. Monitor & fulfill prospect and customer leads provided by the company for new business or cross-sell opportunities. Cross-sell and upsell products to existing customers & build portfolios. Manage the relationship with customers to ensure persistency & renewals. Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture. Ensure the delivery of all S&D and financial KPIs defined for the role. Ensure adherence to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company. Interview Details: Interview Venue: Second Floor, SCO - 138, Sector - 13 Main Market Karnal, Haryana - 132001. Interview Date: 22nd Jan'25. Contact Person: Mr. Angad (RSM). Regards, Pardeep Rana Phone: 9888736687 #J-18808-Ljbffr
At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade... more info
At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade... more info
Ballarat Full time, permanent position Hybrid working model. Mondays and Thursdays are the days that our team works in the... more info