Senior Officer CAT Elite
Senior Officer CAT Elite
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Job Description
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
same as
Required Experience:
Senior IC
Employment Type
Full Time
