Max Financial Services Looking for Premiere Relationship Manager at Patna

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

Experience: 0.00-50.00 Years