Job Description

Job Description Position S0/ AM/ DMNo. 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 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