Deputy Manager - CAT Axis
Date: Jun 25, 2025
Location: UP, IN
Company: maxlifeins
KEY RESPONSIBILITIES
Service through relationship management
- Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of his/her allocated” Book of Relations” (existing customer database).
- Act as single point of contact for customers for any customer walk-in/query/complaint.
- Identify financial goals of customers and providing financial planning assistance.
- Competition Analysis for giving professional advice to customer
- Fix self-appointments every day from the given customer database as per the campaign
KEY RESPONSIBILITIES
Service through relationship management
- Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of his/her allocated” Book of Relations” (existing customer database).
- Act as single point of contact for customers for any customer walk-in/query/complaint.
- Identify financial goals of customers and providing financial planning assistance.
- Competition Analysis for giving professional advice to customer
- Fix self-appointments every day from the given customer database as per the campaign