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Relationship Manager
4 weeks ago
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 timelinesCampaign 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 samePerform 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 satisfactionEssential 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 customersCompetence 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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