Deputy Manager

2 days ago

Jaipur, Rajasthan, India Max New York Life insurance Co Ltd Full time ₹ 1,20,000 - ₹ 1,80,000 per year
Job Description

Position

RM/PRM/SPRM

No. of Positions Department

Direct Sales Force

Function

Elite

Reporting to

Cluster Manager - Elite

Band

5/5A/5B

Location
Comp. 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
Locations

Jaipur, RJ, IN

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