JOB SUMMARY

Direct customer service and sales to existing 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 Sales

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

- Ensure successful completion of licensing as per 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

DESIRED QUALIFICATIONS AND EXPERIENCE

Assistant Manager - Customer Advisory Team:

- 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

KNOWLEDGE / SKILLS / ABILITIES

- Process & Result orientation

- Customer centricity & relationship building

- Basic Computer Knowledge.

- Good communication skills- English and regional language

Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.

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