Senior Officer

Job Description Job Description Position Senior Officer Incumbent 1 Department Direct Sales Force Function Reporting to Branch Relationship Manager Band 5 Location Team size (D/I) NA 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 customers 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 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 - 0 - 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. - Age Bracket: 20-25 years - Must own a conveyance - Good communication skills Job Description Position Senior Officer Incumbent 1 Department Direct Sales Force Function Reporting to Branch Relationship Manager Band 5 Location Team size (D/I) NA 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 customers 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 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 - 0 - 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. - Age Bracket: 20-25 years - Must own a conveyance - Good communication skills