Senior Premiere Relationship Manager
Max Life Insurance
- Vijayawada, Andhra Pradesh
- Permanent
- Full-time
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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