Agera Wealth Management jobs - Relationship Manager

Job Summary
Desired Profile of the candidate:

• Calling to potential customers to prospect for new business
• Responsible for selling of Mutual Funds & health Insurance.
• Attending team meetings and sharing best practice with colleagues.
• Maintain client relationship and provide the best service.
• To ensure quality parameters are met and TAT to respond to the customer is maintained.
• To ensure that the defined productivity targets on service levels, quality parameters are met consistently.

Responsibilities and Duties

• Responsible for delivering SIP / Lump sum targets
• Upselling of Financial products Mutual Fund - SIP, Health Insurance etc
• Deliver outstanding customer service with enthusiasm and a winning smile.

Required Experience, Skills and Qualifications

• Flexible to work on targets
• Ensure complete awareness of all new and existing products & services.
• Highly energetic & target oriented.