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
Job DescriptionPositionRM/PRM/SPRMNo. of PositionsDepartmentDirect Sales ForceFunctionEliteReporting toCluster Manager - EliteBand5/5A/5BLocation-Comp.Key Responsibilities:Maintain Customer RelationshipBuild sustainable relationships and trust with customer via open and interactive communicationRegu...
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
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
