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 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

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