Relationship Building Specialist

1 day ago

Delhi, Delhi, India beBeeRelationship Full time ₹ 9,00,000 - ₹ 12,00,000

Job Title: Relationship Building Specialist

Description:

Maintain and nurture long-term relationships with customers through effective communication, trust-building, and personalized interactions.

Responsibilities include developing strong bonds with customers via regular and timely interactions using various modes such as calls, WhatsApp, EDMs, etc., as per the business plan. This involves explaining customized propositions to customers based on significant dates like birthdays and term renewals.

Key tasks include performing annual protection reviews within set timelines and conducting segmented product campaigns to ensure customers are aware of offerings and have no confusion.

Additional responsibilities include recording customer interactions, processing accounts, and filing documents. This also includes handling complaints efficiently, providing suitable solutions, and following up for resolution. Furthermore, it requires delivering accurate, valid, and complete information using proper methods/tools.

The ideal candidate will hold certifications in Financial markets like AMFI/CFP and possess a minimum of 3 years of experience selling multiple financial products to affluent and HNI customers. They should have good verbal and written communication skills, sales experience, and interpersonal communication skills.

Familiarity with sales verticals dealing with HNI customers is essential. Prioritizing customer needs and satisfaction is crucial. The role requires working in a branch sales environment, specifically in the insurance industry, as a Sales & Business Development team member.

The ideal candidate must be an Any Graduate or Any Postgraduate holder. A full-time, permanent employment opportunity exists for this position, categorized under Enterprise & B2B Sales.

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