Job Description

Urgent Hiring - 50+ Positions | Senior Officer - Direct Sales Force Locations: Jaipur, Pune, Nahur, Baroda, Ahmedabad, Mumbai, Indore, BhopalAre you passionate about relationship management, customer servicing, and financial product sales? This is your opportunity to join a leading BFSI brand as a Senior Officer in their Direct Sales Force team across multiple cities. Position: Senior Officer Department: Direct Sales Force Reporting to: Branch Relationship Manager Education: Graduate (Any stream) Experience: Freshers welcome | Preferred: 1+ year in financial product sales CTC: 2.3 LPA to 2.7 LPA Industry: Financial Services / BFSI (Banking, Insurance, Mutual Funds, etc.) About the RoleResponsible for generating revenue via service-to-sales through effective customer relationship management, increasing sales productivity, and tapping into self-sourced HNI clients. Key Responsibilities Customer Relationship Management- Build trust via open, interactive communication- Regular touchpoints via calls, WhatsApp, emails, etc.- Customize offerings based on key customer milestones- Conduct annual policy reviews and client updates Campaign Management- Execute segmented product campaigns (GLIP, SWP, FWP, etc.) Service & Retention Calls- Address service requests & ensure timely resolution- Maintain hygiene metrics (13th-month persistence, incident rate, etc.) Good to HaveCertifications: AMFI / CFP- Female candidates encouraged to apply- Exposure to HNI client management in the Financial Services / BFSI sectors Key Competencies- Strong verbal and written communication- Customer centricity and interpersonal skills- Experience in financial product sales (Insurance, MF, Loans)- Confidence in working with HNI clientele Apply Now (ref:updazz.com)