
Customer Service Leader
3 days ago
We are seeking a highly experienced Senior Officer to lead our customer service and sales efforts.
The ideal candidate will be responsible for establishing and strengthening relationships with our allocated customer base, ensuring retention of customers in our database, and acting as the single point of contact for any query or complaint.
- Establish and strengthen relationships with allocated customer base.
- Ensure retention of customers in the Book of Relations (existing customer database).
- Act as single point of contact for customers for any query or complaint.
- Identify financial goals of customers and provide financial planning assistance.
- Conduct competition analysis for professional advice to customers.
- Foster cross-sell & up-sell opportunities in allocated customers.
- Ensure successful completion of licensing as per MLI standards.
- 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.
- 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.
- Process & Result orientation.
- Customer centricity & relationship building.
- Basic Computer Knowledge.
- Good communication skills- English and regional language.
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