drjobs Deputy Manager (149858)

Deputy Manager (149858)

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1 Vacancy
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Job Location drjobs

Bengaluru - India

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Job Description

Position

S0/ AM/ DM

No. of Positions

Department

Direct Sales Force

Function

CAT-Elite

Reporting to

Branch Relationship Manager

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 13thmonth 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

S0/ AM/ DM

No. of Positions

Department

Direct Sales Force

Function

CAT-Elite

Reporting to

Branch Relationship Manager

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 13thmonth 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


Required Experience:

Manager

Employment Type

Full Time

Company Industry

About Company

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