Job Description

Career Opportunities
Position
Assistant Manager /
Deputy Manager
CTC Range
2.20 to 3.80 LPA
Department
Direct Sales Force - Loyalty
Reporting to
Branch Relationship Management
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).
KEY RESPONSIBILITIES
Service through relationship management
xefx82xb7 Establishing and strengthening relationship with the allocated customer base.
xefx82xb7 Ensure retention of in his/her allocatedxe2x80x9d Book of Relationsxe2x80x9d (existing customer database).
xefx82xb7 Act as single point of contact for customers for any customer query/complaint.
xefx82xb7 Identify financial goals of customers and providing financial planning assistance.
xefx82xb7 Competition Analysis for giving professional advice to customer
xefx82xb7 Fix self-appointments every day from the given customer database as per the campaign
Sales
xefx82xb7 Focus on cross-sell & up-sell opportunity in allocated customers.
xefx82xb7 Ensure successful completion of licensing as per MLI standards
MEASURES OF SUCCESS
xefx82xb7 TAT adherence for updating System - CRM Next
xefx82xb7 Successful completion of cross-sell/ up-sell Business Goals month on month
xefx82xb7 Collection of payment/premium from 91-180 days' due policies
xefx82xb7 Complaint Resolution /Customer satisfaction
xefx82xb7 Achievement of Retention Targets.
xefx82xb7
45 unique customer meetings in a month
xefx82xb7 More than 90% attendance (of total working days)
xefx82xb7 Successfully score
=80% in the Functional Trainings imparted
DESIRED QUALIFICATIONS AND EXPERIENCE
xefx82xb7 1.5 - 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
xefx82xb7 Minimum 6 months' exposure to Life Insurance
xefx82xb7 Age Bracket: 22-30 years
KNOWLEDGE / SKILLS / ABILITIES
xefx82xb7 Process & Result orientation
xefx82xb7 Customer centricity & relationship building
xefx82xb7 Basic Computer Knowledge.
xefx82xb7 Good communication skills- English and regional language
xefx82xb7 Relationship buildingCareer Opportunities
Position
Assistant Manager /
Deputy Manager
CTC Range
2.20 to 3.80 LPA
Department
Direct Sales Force - Loyalty
Reporting to
Branch Relationship Management
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).
KEY RESPONSIBILITIES
Service through relationship management
xefx82xb7 Establishing and strengthening relationship with the allocated customer base.
xefx82xb7 Ensure retention of in his/her allocatedxe2x80x9d Book of Relationsxe2x80x9d (existing customer database).
xefx82xb7 Act as single point of contact for customers for any customer query/complaint.
xefx82xb7 Identify financial goals of customers and providing financial planning assistance.
xefx82xb7 Competition Analysis for giving professional advice to customer
xefx82xb7 Fix self-appointments every day from the given customer database as per the campaign
Sales
xefx82xb7 Focus on cross-sell & up-sell opportunity in allocated customers.
xefx82xb7 Ensure successful completion of licensing as per MLI standards
MEASURES OF SUCCESS
xefx82xb7 TAT adherence for updating System - CRM Next
xefx82xb7 Successful completion of cross-sell/ up-sell Business Goals month on month
xefx82xb7 Collection of payment/premium from 91-180 days' due policies
xefx82xb7 Complaint Resolution /Customer satisfaction
xefx82xb7 Achievement of Retention Targets.
xefx82xb7
45 unique customer meetings in a month
xefx82xb7 More than 90% attendance (of total working days)
xefx82xb7 Successfully score
=80% in the Functional Trainings imparted
DESIRED QUALIFICATIONS AND EXPERIENCE
xefx82xb7 1.5 - 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
xefx82xb7 Minimum 6 months' exposure to Life Insurance
xefx82xb7 Age Bracket: 22-30 years
KNOWLEDGE / SKILLS / ABILITIES
xefx82xb7 Process & Result orientation
xefx82xb7 Customer centricity & relationship building
xefx82xb7 Basic Computer Knowledge.
xefx82xb7 Good communication skills- English and regional language
xefx82xb7 Relationship building

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