Relationship Manager


Spectrus Consulting Pvt Ltd

Posted By : Spectrus Consulting Pvt Ltd

Patna, Bihar (5)

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:

  • Certifications in Financial markets Like - AMFI / CFP , Gender – Female (Preferred)
  • Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers (Freshers can also apply)

Competence required:

Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers, Vehicle is mandatory.

Role Specific Skills
  • Active Learning
  • Active Listening
  • Administration and Management
  • Category Flexibility
  • Communications and Media
  • Complex Problem Solving
  • Computers and Electronics
  • Coordination
  • Critical Thinking
  • Customer and Personal Service
  • Deductive Reasoning
  • Education and Training
  • English Language
  • Fluency of Ideas
  • Inductive Reasoning
  • Information Ordering
  • Instructing
  • Judgment and Decision Making
  • Learning Strategies
  • Management of Personnel Resources
  • Mathematical Reasoning
  • Mathematics
  • Monitoring
  • Near Vision
  • Negotiation
  • Number Facility
  • Oral Comprehension
  • Oral Expression
  • Originality
  • Personnel and Human Resources
  • Persuasion
  • Problem Sensitivity
  • Reading Comprehension
  • Sales and Marketing
  • Service Orientation
  • Social Perceptiveness
  • Speaking
  • Speech Clarity
  • Speech Recognition
  • Systems Analysis
  • Systems Evaluation
  • Time Management
  • Writing
  • Written Comprehension
  • Written Expression

Any Graduate

  • Incentives
  • Mediclaim