• Save Job
  • 1 - 6 Years
  • Posted : above 1 month

Job Description:

Career Opportunities

Position-AM - Customer Advisory Team

Asst Manager- 5A


Customer Advisory Team

Reporting to

Area Relationship Management


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)


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



  • Focus on cross-sell & up-sell opportunity in allocated customers

  • Ensure successful completion of licensing as per MLI standards




  • 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:

    Taking these free online tutorials can help you get your next job

    People who search this job also searched for the following Keywords


    Salary trends based on over 1 crore profiles

    View Salaries

    All rights reserved © 2018 Wisdom IT Services India Pvt. Ltd DMCA.com Protection Status