Senior Customer Advocate

3 days ago

Vellore Cochin Kochi Ernakulam Guntur, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 10,00,000
Job Description

We are seeking a highly skilled and experienced individual to join our team as a Relationship Manager. In this role, you will be responsible for establishing and strengthening relationships with our allocated customer base.

  • Identify financial goals of customers and provide financial planning assistance.
  • Provide professional advice to customers through competition analysis.
  • Focus on cross-sell & up-sell opportunities in allocated customers.

To achieve these objectives, you will need to:

  • Establish strong relationships with our customers to understand their needs and preferences.
  • Work closely with other teams to ensure successful completion of licensing as per MLI standards.
  • Fix self-appointments every day from the given customer database as per the campaign.
Key Performance Indicators (KPIs)

Your success will be measured by:

  • TAT 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

To succeed in this role, you will need:

  • 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, and Abilities

We value individuals with:

  • Process & Result orientation.
  • Customer centricity & relationship building.
  • Basic Computer Knowledge.
  • Good communication skills- English and regional language.

Please note that we are progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.

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