Am/dm/rm Loyalty

3 weeks ago


Delhi, India Kapil Consultancy Recruitment Services Full time

**Overview
Career Opportunities**:
**Position
AM - Customer Advisory Team

Asst Manager
- 5A

**Department
Customer Advisory Team

**Reporting to
Branch Relationship Management

**JOB SUMMARY**:
Direct 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 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


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