Senior Officer

Senior Officer

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: Senior Officer

Department: Direct Sales Force

Reporting to: Branch Relationship Manager

Education: Graduate

Location:

About the Role:

Key Responsibilities:

1. 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 timelines

1. Campaign Calling:

• Perform Segmented product based campaigns including GLIP, SWP, FWP and others

1. Perform 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 etc

1. Good to Have:

• Certifications in Financial markets like - AMFI/CFP, Gender Female (Preferred)
• Minimum 1 Yrs. of experience in selling any financial products

1. Competence required:

• Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers
• Transportation: Possession of a valid driving license and an own Two/Four Wheeler.