Field Sales Relationship Manager

Job Summary

Is responsible for generating revenue by focussing 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: 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

 Graduate 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

• It is a Full Time Field Sales job for candidates with 1 - 2 years of experience.