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Senior Officer

Senior Officer

ConfidentialDelhi
30+ days ago
Job description

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

    Financial Products, Financial Markets, Amfi, Customer Relationship

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    Senior Officer • Delhi

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