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 key 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

Perform Service Request Calls
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.

Essential Qualifications
Graduate

Valuable to Have
Certifications in Financial markets like - AMFI/CFP, Gender - Female (Preferred)
Minimum 1 Yrs. of experience in selling any financial products

Competence required
Positive Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers

📌 Senior Officer Secunderabad
🏢 Dayforce
📍 Secunderabad