Premiere E-commerce Relationship Manager
5 days ago
To excel in this role, you must have excellent communication skills, both verbal and written, to build trust with customers and foster long-term relationships. The ideal candidate will be able to explain customized propositions to customers based on important dates, such as birthdays and term renewals, and perform annual protection review calls as per the timelines.
Campaign Calling
- Perform segmented product-based campaigns, including GLIP, SWP, and FWP, and ensure customers are aware of the offerings without any confusion.
- Keep records of customer interactions, process customer accounts, and file documents.
Essential Qualifications and Experience:
- Certifications in financial markets, such as AMFI or CFP, are preferred.
- At least 3 years of experience in selling multiple financial products to affluent and HNI customers.
Competence Required:
Good communication skills, experience in selling multiple financial products, and customer-centricity are essential for this role.
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Premiere Relationship Manager-Ecommerce
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Premiere Relationship Manager-Ecommerce
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Alwar, Rajasthan, India Max Life Insurance Full timeMaintain Customer RelationshipsDevelop long-term relationships with customers through open and regular communication.Enhance customer trust by offering customized solutions and timely interaction via various channels.Conduct annual protection reviews and segmented product-based campaigns to cater to customer needs.Ensure accurate record-keeping and...
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