Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele.
Key Responsibilities:
Maintain Customer Relationship
Build sustainable relationships and trust with customer via open and interactive communication
Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan
Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.)
Perform annual protection review calls as per the timelines
Campaign Calling
Perform Segmented product based campaigns including GLIP, SWP, FWP and others
Perform Service Request Calls
Keep records of customer interactions and ensuring timely processing of client service request
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
Provide accurate, valid and complete information by using the right methods/tools
Ensuring business hygiene by controlling vectors like 13th month persistency, incident rate and free-looking etc.
Essential Qualifications
Graduate
Good to Have:
Certifications in Financial markets like - AMFI/CFP, Gender – Female (Preferred)
Minimum 1 Yrs. of experience in selling any financial products
Competence required:
Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers
Job Description
Position
RM/PRM/SPRM/EPRM
No. of Positions
Department
Direct Sales Force
Function
CAT-Elite
Reporting to
Cluster Manager
Band
5/5A/5B/4
Location
-
Comp.
Job Summary
Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele.
Key Responsibilities:
Maintain Customer Relationship
Build sustainable relationships and trust with customer via open and interactive communication
Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan
Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.)
Perform annual protection review calls as per the timelines
Campaign Calling
Perform Segmented product based campaigns including GLIP, SWP, FWP and others
Perform Service Request Calls
Keep records of customer interactions and ensuring timely processing of client service request
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
Provide accurate, valid and complete information by using the right methods/tools
Ensuring business hygiene by controlling vectors like 13th month persistency, incident rate and free-looking etc.
Essential Qualifications
Graduate
Good to Have:
Certifications in Financial markets like - AMFI/CFP, Gender – Female (Preferred)
Minimum 1 Yrs. of experience in selling any financial products
Competence required:
Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers
