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 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 | 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 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
|
| | | | |
Required Experience:
Manager
Job DescriptionPositionS0/ AM/ DMNo. of PositionsDepartmentDirect Sales ForceFunctionCAT-EliteReporting toBranch Relationship ManagerBand5/5A/5BLocation-Comp.Job SummaryIs responsible for generating revenue by focussing on Service to sales through relationship management sales productivity-per-execu...
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 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 | 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 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
|
| | | | |
Required Experience:
Manager
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Posted on:
19 days ago
Vacancies:
1 Vacancy
