Senior Officer

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 13thmonth 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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