Branch Relationship Manager

Maintain Customer Relationship Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication Determine clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments Track and Supervise Campaign Calling Track Segmented product based campaigns including GLIP, SWP, FWP and others Ensure that the team follows communication procedures, guidelines & policies Supervise/Track Service Request Calls Keep records of customer interactions, process customer accounts and file documents Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions Perform random follow-ups to ensure customer satisfaction and query resolution Provide accurate, valid and complete information by using the right methods/tools Growth & Planning Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria Measure of Success Maintain Customer Relationship Ensure clients particular needs and the extent of present coverage and investments are appropriate Ensure customer satisfaction scores are above within the acceptable range Track and Supervise Campaign Calling Ensure that the team follows communication procedures, guidelines & policies Supervise/Track Service Request Calls Random Audit to ensure customer satisfaction and query resolution Growth & Planning Sustain customer acquisition and revenue growth objectives Essential qualifications and experience Graduate Minimum 6 Years of the experience in sales verticals dealing with HNI customers Competence required Strong People Leadership, Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers, Managing teams