Assistant Manager

Year    Mumbai, Maharashtra, India

Job Description


PositionRM/PRM/SPRMNo. of PositionsDepartmentDirect Sales ForceFunctionEliteReporting toCluster Manager - EliteBand5/5A/5BLocation-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 customersPositionRM/PRM/SPRMNo. of PositionsDepartmentDirect Sales ForceFunctionEliteReporting toCluster Manager - EliteBand5/5A/5BLocation-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

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Job Detail

  • Job Id
    JD3435164
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year