Relationship Manager

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 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

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