Senior Officer

Job Description Job Description Position S0/ AM/ DM No. of Positions Department Direct Sales Force Function CAT-Elite Reporting to Branch Relationship Manager Band 5/5A/5B Location - Comp. Job Summary 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 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 Perform 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 13thmonth persistency, incident rate and free-looking etc. Essential Qualifications Graduate Good to Have: Certifications in Financial markets like - AMFI/CFP, Gender - Female (Preferred) Minimum 1 Yrs. of experience in selling any financial products 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 S0/ AM/ DM No. of Positions Department Direct Sales Force Function CAT-Elite Reporting to Branch Relationship Manager Band 5/5A/5B Location - Comp. Job Summary 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 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 Perform 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 13thmonth persistency, incident rate and free-looking etc. Essential Qualifications Graduate Good to Have: Certifications in Financial markets like - AMFI/CFP, Gender - Female (Preferred) Minimum 1 Yrs. of experience in selling any financial products Competence required: - Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers