Cluster Manager
Date: Apr 21, 2024
Location: New Delhi, DL, IN
Company: maxlifeins
Job Description |
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Key Responsibilities:
Maintain Customer Relationship · Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication · Determine clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments
Track and Supervise Campaign Calling · Track Segmented product based campaigns including GLIP, SWP, FWP and others · Ensure that the team follows communication procedures, guidelines & policies
Supervise/Track Service Request Calls · Keep records of customer interactions, process customer accounts and file documents · Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions · Perform random follow-ups to ensure customer satisfaction and query resolution · Provide accurate, valid and complete information by using the right methods/tools
Growth & Planning · Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
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Essential qualifications and experience: Ø Graduate Ø Minimum 6 Years of the experience in sales verticals dealing with HNI customers |
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Competence required: Strong People Leadership, Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers, Managing teams
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Job Description |
|||
Position |
|
||
Department |
|
||
Reporting to |
|
||
Location |
|
||
Key Responsibilities:
Maintain Customer Relationship · Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication · Determine clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments
Track and Supervise Campaign Calling · Track Segmented product based campaigns including GLIP, SWP, FWP and others · Ensure that the team follows communication procedures, guidelines & policies
Supervise/Track Service Request Calls · Keep records of customer interactions, process customer accounts and file documents · Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions · Perform random follow-ups to ensure customer satisfaction and query resolution · Provide accurate, valid and complete information by using the right methods/tools
Growth & Planning · Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
|
|
||
Essential qualifications and experience: Ø Graduate Ø Minimum 6 Years of the experience in sales verticals dealing with HNI customers |
|||
Competence required: Strong People Leadership, Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers, Managing teams
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