Relationship Manager @ KKD Consulting

Job Description

Dear Job Seeker,

 If you are passionate about building a successful career in insurance and possess strong leadership and interpersonal skills, we invite you to apply for this position.

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

How to Apply: Interested candidates are requested to send to [hidden_email]. Please mention "Application for Relationship Manager in the subject line.

We look forward to welcoming a dedicated and enthusiastic professional to our team. Join us in shaping a successful and rewarding career in the insurance industry.

Best Regards

Priya Singh

KKD CONSULTING

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Keyskills:   marketing sales direct sales business development