Rm/prm

**Job Role: RM/PRM/SPRM(Asst. RM)**

**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 Types**: Full-time, Regular / Permanent

**Salary**: Up to ₹400,000.00 per year

**Benefits**:

- Health insurance

Schedule:

- Day shift
- Fixed shift
- Morning shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Delhi, Delhi: Reliably commute or planning to relocate before starting work (required)

**Experience**:

- total work: 1 year (preferred)

**Speak with the employer**
+91 6382283396