Building Long-Term Customer Relationships

4 days ago

Bengaluru, Karnataka, India beBeeCustomer Full time ₹ 15,00,000 - ₹ 28,00,000
Customer Relationship Manager

Our company is seeking a skilled Customer Relationship Manager to join our team. As a key member of our sales and business development department, you will be responsible for building and maintaining strong relationships with our existing customers.

Key Responsibilities:

  • Establish and strengthen relationships with allocated customer base.
  • Ensure retention of customers in the allocated book of relations.
  • Act as single point of contact for customers for any queries or complaints.
  • Identify financial goals of customers and provide financial planning assistance.
  • Conduct competition analysis to give professional advice to customers.
  • Fix self-appointments every day from the given customer database as per the campaign.

Sales:

  • Focus on cross-sell and up-sell opportunities in allocated customers.
  • Ensure successful completion of licensing as per company standards.

Measures of Success:

  • Adherence to TAT for updating the 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.
  • More than 45 unique customer meetings in a month.
  • More than 90% attendance of total working days.
  • Successful scoring of >=80% in functional trainings imparted.

Desired Qualifications and Experience:

  • Minimum 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.

Role: Regional Sales Manager (B2C)

Industry Type: Insurance

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Retail & B2C Sales

Education

UG: Any Graduate

PG: Any Postgraduate

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