Posted By
Posted in
Sales & Marketing
Job Code
1552811
JOB DESCRIPTION
Purpose of the Job:
Manage all Branch Operation, Audit, Investor /Distributor service & escalations.
Key responsibilities:
- Investor Onboarding at regional level and liaise with HO for successful processing
- Distributor relationship management
- Handle all Investor & Distributor queries and escalations.
- CRM management & closure of cases with pre-defined TAT
- Engage with multiple internal departments to resolve issues within specified TAT
- Excel skills & Sales MIS preparation
- SPOC for sales team members for dissemination of information from central ops / service team
- Engage with stakeholders and resolve all pending cases shared by HO from time to time
- Assist in central projects at regional level.
Behavioral Competencies:
- Strong analytical and problem-solving skills
- Excellent Communication skills
- Good organizational and interpersonal skills, including ability to work effectively in a fast-paced dynamic business environment
- High on energy, assertive and to be able to deal with multiple stakeholders
Role Specific Competencies:
- Should have excellent communication and presentation skills (verbal & written)
- Capability to manage/assist/facilitate Sales Team as Sales Support
- Manage and motivate other team member towards better output
Formal Qualifications / Prior Work Exp:
- Post Graduate with 9-15 years of relevant work experience in similar role within BFSI
- Experience of handling escalations of UHNI/HNI investors in BFSI at least for 1-5 years will be preferred.
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Posted By
Posted in
Sales & Marketing
Job Code
1552811