Assistant Manager - CAT – Loyalty_ Field Sales Role.
Department: Direct Sales Force
Location:
GorakhpurBulandshaher / AligarhMathuraAgraDehradunHaridwarMoradabadBareillyMeerutGhaziabadJamshedpur/DhanbadCuttack/RourkelaBhubaneswar/BalasoreSiliguriBERHAMPUR/Ganjam/
Bhubaneswar
GuwahatiPatna/BokaroPatnaRanchiVaranasi+ GayaBurdwan(L-4 B-2)/Asansol(L-1 B-1)/Durgapur(B-1))Kolkata/Howrah/ GariahatHowrahKolkata/Kharagpur/ Chinsurah
Hooghly
Salt LakeDehradunJOB SUMMARY:
Customer Advisory Team is dedicated to delivering exceptional customer service and strategic insights to ensure client satisfaction and business success. This team works closely with clients to understand their unique needs, provide tailored solutions, and guide them through the entire customer journey. By leveraging deep industry knowledge and expertise, the Customer Advisory Team helps clients achieve their goals, overcome challenges, and maximize the value of the products and services offered. Through proactive communication and problem-solving, the team fosters long-lasting relationships and drives customer retention and growth
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 every day 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
Graduate/Post Graduate in Management
1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Minimum 6 months exposure to Life Insurance
Age Bracket: 25-30 years
Must own a conveyance, preferably with driving license and having own commuting modes.
Good communication skills
