Senior Relationship Officers

3 weeks ago


Manila, National Capital Region, Philippines Vserve Digital Solutions Full time

Candidate Profile

1st Preference - Life Insurance Background (DD, Agency)

2nd Preference - Banking Background with minimum 2 years of experience

3rd Preference - Candidates from any industry having HNI Family Background.

Job Description: Relationship Officer - Direct Distribution

  1. Number of customer meetings per day
  2. Delivery of minimum business guarantee
  3. Creating leads through campaigns / cold calling
  4. Documentation, logins & issuance tracking
  5. Lead / feedback / referral updating on LMS
  6. Meeting business targets: Achievement of business plan
  7. Customer servicing / renewals

Job Specification

  1. Should have a good local network
  2. Should have sound knowledge of the financial industry
  3. Good communication: English / Hindi / Regional Language
  4. Local candidates are preferred, and own conveyance is a must
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