Senior Officer

2 days ago

Patna, Bihar, India maxlifeins Full time ₹ 4,00,000 - ₹ 12,00,000 per year


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 13th month 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 13th month 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

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