Job Description

Our Client: - Is a leading private life insurance company is one of the most trusted names in the Indian financial services sector, with over two decades of experience and a strong presence across the country. - Known for its customer-first approach, the company offers a comprehensive range of protection, savings, investment, and retirement products tailored to diverse life goals. Backed by strong financial partners, it maintains high standards of transparency, compliance, and claim settlement ratios. - The organization is also recognized for its employee-friendly culture, providing structured training, career growth opportunities, and a performance-driven work environment. - With a strong focus on digital innovation and operational efficiency, it continues to set benchmarks in customer service and employee engagement, making it a preferred employer in the insurance industry.- Job Title: Assistant Manager- Department: Direct Sales Force- Reporting to: Branch Relationship Manager- Experience: minimum 6 Months of LI exp/ candidates with IMF/IM channel)- Education: Graduate- Location: Multiple LocationAbout the Role: 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 propositions to the customer based on the important dates (Birthday, Term Renew etc)- Perform annual protection review calls as per the timelinesCampaign Calling:- Perform Segmented product based campaigns including GLIP, SWP, FWP and othersPerform 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 persistence, incident rate and free-looking etcGood to Have:- Certifications in Financial markets like - AMFI/CFP, Gender - Female (Preferred)- Minimum 1 Yrs. of experience in selling any financial productsCompetence required:Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers (ref:updazz.com)

Skills Required