Assistant Manager

5 days ago

Pune Maharashtra Ahmedabad Gujarat, India Hireginie Talent Cloud Full time

Our Client - Is a leading private life insurance company is one of the most trusted names in the Indian financial services sector with over two decades of experience and a strong presence across the country - Known for its customer-first approach the company offers a comprehensive range of protection savings investment and retirement products tailored to diverse life goals Backed by strong financial partners it maintains high standards of transparency compliance and claim settlement ratios - The organization is also recognized for its employee-friendly culture providing structured training career growth opportunities and a performance-driven work environment - With a strong focus on digital innovation and operational efficiency it continues to set benchmarks in customer service and employee engagement making it a preferred employer in the insurance industry - Job Title Assistant Manager- Department Direct Sales Force- Reporting to Branch Relationship Manager- Experience minimum 6 Months of LI exp candidates with IMF IM channel - Education Graduate- Location Multiple LocationAbout the Role Is responsible for generating revenue by focussing on Service to sales through relationship management sales productivity-per-executive thereby achieving sales service targets Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele 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 propositions to the customer based on 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 othersPerform Service Request Calls - Keep records of customer interactions and ensuring timely processing of client service request- 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- Ensuring business hygiene by controlling vectors like 13th month persistence incident rate and free-looking etcGood to Have - Certifications in Financial markets like - AMFI CFP Gender - Female Preferred - Minimum 1 Yrs of experience in selling any financial productsCompetence required Good Communication Verbal Written Experience in selling multiple financial products Interpersonal communication Customer centricity Experience in sales verticals dealing with HNI customers ref updazz com

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