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  • 1 - 6 Years
  • Posted : above 1 month

Job Description:

Career Opportunities

Position-AM - Customer Advisory Team

Asst Manager- 5A

Department

Customer Advisory Team

Reporting to

Area 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


  • Establishing and strengthening relationship with the allocated customer base

  • Ensure retention of 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

  • Field Work




  •  

    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




  •  

    Profile Summary:

    Employment Type : Full Time
    Eligibility : Any Graduate
    Industry : Banking, Insurance
    Functional Area : Marketing/MR/Media Planning, Sales/Business Development
    Role : Channel Sales,FMCG Sales,Retail Sales,Direct marketing
    Salary : Rs 2.00 - 3.00 Lacs p.a.
    Deadline : 01st Feb 2020

    Key Skills:

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