Deputy Manager CAT Elite
APPBengaluru, Karnataka, India24 days ago
Job descriptionPerform Segmented product based campaigns including GLIP SWP FWP and others 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. Graduate Certifications in Financial markets like - AMFI / CFP Gender Female (Preferred) Minimum 1 Yrs. of experience in selling any financial products Good Communication (Verbal & Written) Experience in selling multiple financial products Interpersonal communication Customer centricity Experience in sales verticals dealing with 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 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. Graduate Certifications in Financial markets like - AMFI / CFP Gender Female (Preferred) Minimum 1 Yrs. of experience in selling any financial products Good Communication (Verbal & Written) Experience in selling multiple financial products Interpersonal communication Customer centricity Experience in sales verticals dealing with HNI customers
Job Description
Position
S0 / AM / DM
No. of Positions
Department
Direct Sales Force
Function
CAT-Elite
Reporting to
Branch Relationship Manager
Band
5 / 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 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 Service Request Calls
Essential Qualifications
Good to Have :
Competence required :
Job Description
Position
S0 / AM / DM
No. of Positions
Department
Direct Sales Force
Function
CAT-Elite
Reporting to
Branch Relationship Manager
Band
5 / 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 targets through self-sourced business from HNI clientele.
Key Responsibilities :
Maintain Customer Relationship
Campaign Calling
Perform Service Request Calls
Essential Qualifications
Good to Have :
Competence required :
Required Experience :
Manager
Key Skills
Project / Program Management,Military Intelligence,Program Management,Military Experience,SAFe,ITIL,Project Management,Team Management,Budgeting,DoD Experience,Supervising Experience,Contracts
Employment Type : Full Time
Experience : years
Vacancy : 1
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Deputy Manager • Bengaluru, Karnataka, India
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