Job Description

1. Key Responsibilities:
2. 1. Build sustainable relationships and trust with customer via open and interactive communication.
3. 2. Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan.
4. 3. Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.).
5. 4. Perform annual protection review calls as per the timelines Campaign Calling.
6. 5. Perform Segmented product based campaigns including GLIP, SWP, FWP and others.
7. 6. Ensure that the customers are aware of the offering and do not have any confusion regarding the same Perform Service Request Calls.
8. 7. Keep records of customer interactions, process customer accounts and file documents.
9. 8. Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution.
10. 9. Provide accurate, valid and complete information by using the right methods/tools.
11. 10. Identify and assess customers’ needs to achieve satisfaction.

Candidate Preference

1. Certifications in Financial markets Like - AMFI / CFP , Gender – Female (Preferred).
2. Minimum 1 Year of experience in selling multiple financial products to affluent and HNI customers.