Senior Officer

5 days ago

Chennai, Tamil Nadu, India maxlifeins Full time ₹ 15,00,000 - ₹ 28,00,000 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



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