
Business Development Professional
2 days ago
Job Opportunity: Relationship Manager
">As a Relationship Manager, you will be responsible for direct customer service and sales to existing MLI customers through relationship building. Our existing Customer database, known as the Book of Relations (BoR), will be provided by the company.
">Key Responsibilities:
- Establish and strengthen relationships with the allocated customer base.
- Ensure retention of customers in their allocated Book of Relations.
- Act as a single point of contact for customers for any query or complaint.
- Identify financial goals of customers and provide financial planning assistance.
- Conduct competition analysis to give professional advice to customers.
- Fix self appointments daily from the given customer database as per the campaign.
Sales Focus:
- Focus on cross-sell & up-sell opportunities in allocated customers.
- Ensure successful completion of licensing as per MLI standards.
Measures of Success:
- Time-to-Achieve-Target adherence for updating System - CRM Next.
- Successful completion of cross-sell/ up-sell Business Goals month on month.
- Collection of payment/premium from 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.
Required Skills and Qualifications:
Assistant Manager - Customer Advisory Team:
- Years of experience 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.
Desired Knowledge/Skills/Abilities:
- Process & Result orientation.
- Customer centricity & relationship building.
- Basic Computer Knowledge.
- Good communication skills- English and regional language.
Role Category: Life Insurance
Education
UG: Any Graduate
PG: Any Postgraduate
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