Assistant Manager

Job Description Position S0 / AM / DMNo. 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

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

Life Insurance, Field Sales