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Senior Officer

0 - 5 years

2 - 7 Lacs

Bengaluru

Posted:3 days ago| Platform: Naukri logo

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Skills Required

Direct sales Relationship management Sales Financial markets EDMS financial products Client servicing Customer relationship Customer complaints Revenue generation

Work Mode

Work from Office

Job Type

Full Time

Job Description

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

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Axis Max Life Insurance

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