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

·         Ensure that the customers are aware of the offering and do not have any confusion regarding the same

Perform Service Request Calls

·         Keep records of customer interactions, process customer accounts and file documents

·         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

·         Identify and assess customers’ needs to achieve satisfaction

Essential qualifications and experience:

Ø  Certifications in Financial markets Like - AMFI / CFP , Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers

We have multiple exciting Openings in various industries for sales in Vellore 

If you’re passionate about sales and looking for a new challenge, we’d love to hear from you!