Career OpportunitiesPositionAssistant Manager /Deputy ManagerCTC Range2.20 to 3.80 LPADepartmentDirect Sales Force - LoyaltyReporting toBranch Relationship ManagementJOB SUMMARYDirect 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 RESPONSIBILITIESService 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 every day from the given customer database as per the campaignSales Focus on cross-sell up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standardsMEASURES 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 impartedDESIRED QUALIFICATIONS AND EXPERIENCE 1.5 - 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months’ exposure to Life Insurance Age Bracket: 22-30 yearsKNOWLEDGE / SKILLS / ABILITIES Process Result orientation Customer centricity relationship building Basic Computer Knowledge. Good communication skills- English and regional language Relationship building
