Deputy Manager

4 weeks ago

Jaipur India Max Financial Services Full time

Job Description 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

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