Senior Officer

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

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

Role :   Branch Sales Executive

Industry Type :   Insurance

Department :   Sales & Business Development

Employment Type :   Full Time, Permanent

Role Category :   Enterprise & B2B Sales

Education

UG :   Any Graduate

PG :   Any Postgraduate

Skills Required

Customer Relationship, Relationship Management, Financial Products, Sales, Client Servicing, Direct Sales, Edms, Customer Complaints, Financial Markets