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 13th month persistency, incident rate and free-looking etc.
Essential Qualifications
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
