Relationship Manager

Job DescriptionPosition S0/ AM/ DM No. of Positions

Department Direct Sales

ForceFunction CAT-Elite

Reporting to Branch Relationship Manager

Band5/5A/5B Location-

Comp.

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 targetsthrough 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 thebusiness 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 toensure 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, Interpersonalcommunication, Customer centricity, Experience in sales verticals dealing with HNI cust              

• It is a Full Time Field Sales job for candidates with 6 months - 1 years of experience.