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
Ensure that the customers are aware of the offering and do not have any confusion regarding the same
Perform Service Request Calls
Keep records of customer interactions, process customer accounts and file documents
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
Identify and assess customers’ needs to achieve satisfaction
Essential qualifications and experience:
Certifications in Financial markets Like - AMFI / CFP , Gender – Female (Preferred)
Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers
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
No. of Positions
Department
Direct Sales Force
Function
Elite
Reporting to
Cluster Manager - Elite
Band
5/5A/5B
Location
-
Comp.
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
Ensure that the customers are aware of the offering and do not have any confusion regarding the same
Perform Service Request Calls
Keep records of customer interactions, process customer accounts and file documents
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
Identify and assess customers’ needs to achieve satisfaction
Essential qualifications and experience:
Certifications in Financial markets Like - AMFI / CFP , Gender – Female (Preferred)
Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers
Competence required:
Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers
