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 xefx82xb7 Establishing and strengthening relationship with the allocated customer base. xefx82xb7 Ensure retention of customers in his/her allocated xe2x80x9cBook 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 everyday from the given customer database as per the campaign Sales xefx82xb7 Focus on cross-sell & up-sell opportunity in allocated customers. 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 Key Relationships (Internal /External) xefx82xb7 Internal - HR/Trainers/Supervisors/Peers xefx82xb7 External- Customers Key competencies/skills required xefx82xb7 Process & Result orientation xefx82xb7 Customer centricity & relationship building xefx82xb7 Basic Computer Knowledge. xefx82xb7 Good communication skills- English and regional language Desired qualification and experience xefx82xb70 - 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. xefx82xb7Age Bracket: 20-25 years xefx82xb7Must own a conveyance xefx82xb7Good communication skills Org Chart Channel Head xefx83xa0Zonal Vice President xefx83xa0 Asst Vice President xefx83xa0 Regional Relationship Manager xefx83xa0 Cluster RelationshipPosition 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 xefx82xb7 Establishing and strengthening relationship with the allocated customer base. xefx82xb7 Ensure retention of customers in his/her allocated xe2x80x9cBook 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 everyday from the given customer database as per the campaign Sales xefx82xb7 Focus on cross-sell & up-sell opportunity in allocated customers. 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 Key Relationships (Internal /External) xefx82xb7 Internal - HR/Trainers/Supervisors/Peers xefx82xb7 External- Customers Key competencies/skills required xefx82xb7 Process & Result orientation xefx82xb7 Customer centricity & relationship building xefx82xb7 Basic Computer Knowledge. xefx82xb7 Good communication skills- English and regional language Desired qualification and experience xefx82xb70 - 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. xefx82xb7Age Bracket: 20-25 years xefx82xb7Must own a conveyance xefx82xb7Good communication skills Org Chart Channel Head xefx83xa0Zonal Vice President xefx83xa0 Asst Vice President xefx83xa0 Regional Relationship Manager xefx83xa0 Cluster Relationship

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