Key Account Relationship Manager

1 week ago


Navi Mumbai Mumbai Mumbai City, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878

Driving Customer Growth through Strategic Relationship Building

The Role:

As a key member of our team, you will be responsible for direct customer service and sales to existing customers through relationship building.

  • You will focus on cross-sell & up-sell opportunities in every lead allocated from our headquarters.
  • Drive productivity measures like lead to conversion ratio.
  • Exceed month on month revenue target & collection target.
  • Conduct competition analysis for giving professional advice to customers.
  • Fix self-appointments every day from the given customer database as per the campaign.

Customer Service/Retention through Relationship Management

  • Timely & effectively resolve service requests of customers.
  • Drive renewal collection on allocated base.
  • Ensure retention of his/her allocated Book of Relations (existing customer database).
  • Establishing and strengthening relationship with the allocated customer base.
  • Identify financial goals of customers and providing financial planning assistance.

Success Metrics

  • TAT adherence for updating System - CSG.
  • 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.

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