
Relationship Manager
4 days ago
Position
RM/PRM/SPRM/EPRM
No. of Positions DepartmentDirect Sales Force
FunctionCAT-Elite
Reporting toCluster Manager
Band5/5A/5B/4
LocationIs 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
- Perform Segmented product based campaigns including GLIP, SWP, FWP and others
- 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.
- Graduate
- Certifications in Financial markets like - AMFI/CFP, Gender Female (Preferred)
- Minimum 1 Yrs. of experience in selling any financial products
- Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers
Hyderabad, TG, IN
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