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Senior Officer - CAT - Elite
Senior Officer - CAT - EliteConfidential • Mumbai, India
Senior Officer - CAT - Elite

Senior Officer - CAT - Elite

Confidential • Mumbai, India
1 day ago
Job description

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 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
  • 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 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
  • Skills Required

    Sales Productivity

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    Senior Officer • Mumbai, India

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