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

Role: Branch Sales Manager (B2B)

Industry Type: Insurance

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Enterprise & B2B Sales

Education

UG: Any Graduate

PG: Any Postgraduate

Relationship Manager