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Senior Officer
ConfidentialDelhi30+ 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
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
Skills Required
Customer Relationship Management
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Senior Officer • Delhi
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