Sales officers

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 13 th 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