Build sustainable relationships and trust with customer via open and interactive communication
As determined by the business plan, regular and prompt communication with the client using a variety of channels, including calls, WhatsApp, EDMs, etc.
Describe the personalized offer to the client based on the significant occasions (birthday, term renewal, etc.).
Address client problems, provide reasonable responses and options within the allotted time, and ensure resolution by following up.
Provide accurate, valid and complete information by using the right methods/tools
Essential Qualifications
Graduate
Relationship Manager Job Vacancy In Max Life
Good to Have:
Certifications in Financial markets like - AMFI/CFP
Minimum 1 Yrs. of experience in selling any financial products
Skills:
Effective communication and interpersonal abilities.
Negotiation and sales skills.
Problem-solving skills and a customer-focused mindset.