Job Title : Assistant ManagerDepartment : Direct Sales ForceReporting to : Branch Relationship ManagerExperience : minimum 6 MONTHS of LI exp/ candidates with IMF/IM channel)Education : GraduateLocation : AHMEDABAD & BARODAAbout the Role: - Is responsible for generating revenue by focusing 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:1. 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 propositions to the customer based on the important dates (Birthday, Term Renew etc)- Perform annual protection review calls as per the timelines2. Campaign Calling:- Perform Segmented product based campaigns including GLIP, SWP, FWP and others3. 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 persistence, incident rate and free-looking etcGood to Have:- Certifications in Financial markets like - AMFI/CFP, - Minimum 1 Yrs. of experience in selling any financial productsCompetence required:Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers (ref:updazz.com)
