Job Description |
Position | RM/PRM/SPRM | No. of Positions | |
Department | Direct Sales Force | Function | CAT-Elite |
Reporting to | Cluster Manager - Elite | Band | 5/5A/5B |
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 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 | No. of Positions | |
Department | Direct Sales Force | Function | CAT-Elite |
Reporting to | Cluster Manager - Elite | Band | 5/5A/5B |
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 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
|
| | | | |
Skills: Financial Markets, Communication, Sales, Customer Relationship
Experience: 1.00-3.00 Years