Associate Mangaer

Overview
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
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