Job
Description
Role:- Premium Relationship Manager
Channel:- Customer Advisory Team (LEAD BASED CHANNEL)
Job Location:- Gurgaon Sector 15
.Salary:- 25-30% Hike based on Interview.
Key Responsibilities:
- Maintain Customer Relationship.
- Build sustainable relationships and trust with the 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 customer's needs to achieve satisfaction.
Essential Qualifications and experience:
- Certifications in Financial markets Like - AMFI /
- Minimum 2 Yrs. of experience in selling multiple financial products to affluent and HNI customers
Competence required: ,
- Experience in selling multiple financial products,
- Interpersonal communication, Customer centricity,
- Experience in sales verticals dealing with HNI customers
Regards
Shashank
8800301626
(HR)
Gurgaon/Gurugram