Job Description

Position Senior Officer Incumbent 1 Department Customer Advisory Team Function Service to Sales Reporting to Area Relationship Manager Band 5 Location Team (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 . Establishing and strengthening relationship with the allocated customer base. . Ensure retention of customers in his/her allocated \'Book of Relations\' (existing customer database). . Act as single point of contact for customers for any customer query/complaint. . Identify financial goals of customers and providing financial planning assistance. . Competition Analysis for giving professional advice to customer . Fix self appointments everyday from the given customer database as per the campaign Sales . Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards Measures of Success . TAT adherence for updating System - CRM Next . Successful completion of cross-sell/ up-sell Business Goals month on month . Collection of payment/premium from 91-180 days due policies . Complaint Resolution /Customer satisfaction . Achievement of Retention Targets. . 45 unique customer meetings in a month . More than 90% attendance (of total working days) . Successfully score =80% in the Functional Trainings imparted Key Relationships (Internal /External) . Internal - HR/Trainers/Supervisors/Peers . External- Customers Key competencies/skills required . Process & Result orientation . Customer centricity & relationship building . Basic Computer Knowledge. . Good communication skills- English and regional language Desired qualification and experience .0 - 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. .Age Bracket: 20-25 years .Must own a conveyance .Good communication skills Org Chart Channel Head Zonal Vice President Asst Vice President Regional Relationship Manager Cluster Relationship Manager Area Relationship Manager Relationship Manager Deputy Manager Assistant Manager Senior Officer Position Senior Officer Incumbent 1 Department Customer Advisory Team Function Service to Sales Reporting to Area Relationship Manager Band 5 Location Team (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 . Establishing and strengthening relationship with the allocated customer base. . Ensure retention of customers in his/her allocated \'Book of Relations\' (existing customer database). . Act as single point of contact for customers for any customer query/complaint. . Identify financial goals of customers and providing financial planning assistance. . Competition Analysis for giving professional advice to customer . Fix self appointments everyday from the given customer database as per the campaign Sales . Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards Measures of Success . TAT adherence for updating System - CRM Next . Successful completion of cross-sell/ up-sell Business Goals month on month . Collection of payment/premium from 91-180 days due policies . Complaint Resolution /Customer satisfaction . Achievement of Retention Targets. . 45 unique customer meetings in a month . More than 90% attendance (of total working days) . Successfully score =80% in the Functional Trainings imparted Key Relationships (Internal /External) . Internal - HR/Trainers/Supervisors/Peers . External- Customers Key competencies/skills required . Process & Result orientation . Customer centricity & relationship building . Basic Computer Knowledge. . Good communication skills- English and regional language Desired qualification and experience .0 - 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. .Age Bracket: 20-25 years .Must own a conveyance .Good communication skills Org Chart Channel Head Zonal Vice President Asst Vice President Regional Relationship Manager Cluster Relationship Manager Area Relationship Manager Relationship Manager Deputy Manager Assistant Manager Senior Officer

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