Job Description

Position Senior Officer Incumbent 1 Department Customer Advisory Team Function Service to Sales Reporting to Area Relationship Manager Band 5 Location Team size (D/I) NA 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 \xef\x82\xb7 Establishing and strengthening relationship with the allocated customer base. \xef\x82\xb7 Ensure retention of customers in his/her allocated \xe2\x80\x9cBook of Relations\xe2\x80\x9d (existing customer database). \xef\x82\xb7 Act as single point of contact for customers for any customer query/complaint. \xef\x82\xb7 Identify financial goals of customers and providing financial planning assistance. \xef\x82\xb7 Competition Analysis for giving professional advice to customer \xef\x82\xb7 Fix self appointments everyday from the given customer database as per the campaign Sales \xef\x82\xb7 Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards Measures of Success \xef\x82\xb7 TAT adherence for updating System - CRM Next \xef\x82\xb7 Successful completion of cross-sell/ up-sell Business Goals month on month \xef\x82\xb7 Collection of payment/premium from 91-180 days due policies \xef\x82\xb7 Complaint Resolution /Customer satisfaction \xef\x82\xb7 Achievement of Retention Targets. \xef\x82\xb7
45 unique customer meetings in a month \xef\x82\xb7 More than 90% attendance (of total working days) \xef\x82\xb7 Successfully score
=80% in the Functional Trainings imparted Key Relationships (Internal /External) \xef\x82\xb7 Internal - HR/Trainers/Supervisors/Peers \xef\x82\xb7 External- Customers Key competencies/skills required \xef\x82\xb7 Process & Result orientation \xef\x82\xb7 Customer centricity & relationship building \xef\x82\xb7 Basic Computer Knowledge. \xef\x82\xb7 Good communication skills- English and regional language Desired qualification and experience \xef\x82\xb70 - 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. \xef\x82\xb7Age Bracket: 20-25 years \xef\x82\xb7Must own a conveyance \xef\x82\xb7Good communication skills Org Chart Channel Head \xef\x83\xa0Zonal Vice President \xef\x83\xa0 Asst Vice President \xef\x83\xa0 Regional Relationship Manager \xef\x83\xa0 Cluster Relationship Manager \xef\x83\xa0 Area Relationship Manager \xef\x83\xa0 Relationship Manager \xef\x83\xa0Deputy Manager \xef\x83\xa0 Assistant Manager \xef\x83\xa0 Senior Officer

Position Senior Officer Incumbent 1 Department Customer Advisory Team Function Service to Sales Reporting to Area Relationship Manager Band 5 Location Team size (D/I) NA 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 \xef\x82\xb7 Establishing and strengthening relationship with the allocated customer base. \xef\x82\xb7 Ensure retention of customers in his/her allocated \xe2\x80\x9cBook of Relations\xe2\x80\x9d (existing customer database). \xef\x82\xb7 Act as single point of contact for customers for any customer query/complaint. \xef\x82\xb7 Identify financial goals of customers and providing financial planning assistance. \xef\x82\xb7 Competition Analysis for giving professional advice to customer \xef\x82\xb7 Fix self appointments everyday from the given customer database as per the campaign Sales \xef\x82\xb7 Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards Measures of Success \xef\x82\xb7 TAT adherence for updating System - CRM Next \xef\x82\xb7 Successful completion of cross-sell/ up-sell Business Goals month on month \xef\x82\xb7 Collection of payment/premium from 91-180 days due policies \xef\x82\xb7 Complaint Resolution /Customer satisfaction \xef\x82\xb7 Achievement of Retention Targets. \xef\x82\xb7
45 unique customer meetings in a month \xef\x82\xb7 More than 90% attendance (of total working days) \xef\x82\xb7 Successfully score
=80% in the Functional Trainings imparted Key Relationships (Internal /External) \xef\x82\xb7 Internal - HR/Trainers/Supervisors/Peers \xef\x82\xb7 External- Customers Key competencies/skills required \xef\x82\xb7 Process & Result orientation \xef\x82\xb7 Customer centricity & relationship building \xef\x82\xb7 Basic Computer Knowledge. \xef\x82\xb7 Good communication skills- English and regional language Desired qualification and experience \xef\x82\xb70 - 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. \xef\x82\xb7Age Bracket: 20-25 years \xef\x82\xb7Must own a conveyance \xef\x82\xb7Good communication skills Org Chart Channel Head \xef\x83\xa0Zonal Vice President \xef\x83\xa0 Asst Vice President \xef\x83\xa0 Regional Relationship Manager \xef\x83\xa0 Cluster Relationship Manager \xef\x83\xa0 Area Relationship Manager \xef\x83\xa0 Relationship Manager \xef\x83\xa0Deputy Manager \xef\x83\xa0 Assistant Manager \xef\x83\xa0 Senior Officer

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