Relationship Manager
Full-timeSpectrus Consulting Pvt Ltd
Posted By : Spectrus Consulting Pvt Ltd
Hyderabad, Telangana (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
Any Postgraduate
- Incentives
- Mediclaim