Job Description

Position

RM/PRM/SPRM

No. of Positions

Department

Direct Sales Force

Function

Elite

Reporting to

Cluster Manager – Elite

Band

5/5A/5B

Location

–

Comp.

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
• Ensure that the customers are aware of the offering and do not have any confusion regarding the same

Perform Service Request Calls

• Keep records of customer interactions, process customer accounts and file documents
• 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
• Identify and assess customers needs to achieve satisfaction

Essential qualifications and experience:

• Certifications in Financial markets Like – AMFI / CFP , Gender – Female (Preferred)
• Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers

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

RM/PRM/SPRM

No. of Positions

Department

Direct Sales Force

Function

Elite

Reporting to

Cluster Manager – Elite

Band

5/5A/5B

Location

–

Comp.

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
• Ensure that the customers are aware of the offering and do not have any confusion regarding the same

Perform Service Request Calls

• Keep records of customer interactions, process customer accounts and file documents
• 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
• Identify and assess customers needs to achieve satisfaction

Essential qualifications and experience:

• Certifications in Financial markets Like – AMFI / CFP , Gender – Female (Preferred)
• Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers

Competence required:

Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers