Relationship Manager - CAT - Elite
Relationship Manager - CAT - Elite
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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
