Associate Manager

Job Description

Position

Manager- Cross Sale

No. of Positions

20

Department

Agency

Function

S2S (Cross Sale)

Reporting to

Cluster Manager– Cross Sale

Band

5A

Location

-

Comp.

Key Responsibilities/ Key Deliverables:

Growth Mindset & Business Acumen

· Strengthen Operational delivery to maximize Agency business/ Customer acquisition.

· Deliver Growth through revenue retention and generation initiatives – S2S/S2R,

· Collaborate with Branch Operations Team to generate S2S Customer Leads.

· Achieve S2S target by Collaborating with Branch Operations team.

· Derive new initiative through the existing customer base / new untapped market to   bring new sales.

· Leverage PMS vectors to achieve S2S targets.

· Manage Customer Parameters – Persistency (13th/25th Month) for sales done through S2S

· Manage Product mix as agreed from time to time.

· Track competition on products, structure, and initiatives

· Compliance – To ensure and function as per the guidelines laid down by MLI Compliance Team

Maintain Customer Relationship

· Build sustainable relationships and trust with existing customers through open and interactive communication

· Determine clients' particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.

Leads Calling & Field Calls

· Ensure Segmented product-based campaigns

· Follows communication procedures, guidelines & policies

· Keep records of field Sales Calls and Home Visits

· Use appropriate solutions and up-selling methods

· Perform follow-ups to ensure customer satisfaction and query resolution/ Taking References

· Provide accurate, valid, and complete information by using the right methods/tools

Essential qualifications and experience:

Ø Graduate

Ø Minimum 4 Years of the experience in Direct Sales Verticals

Knowledge & Skill Matrix:

· Excellent communication skills (oral & written)

· Innovation, Customer centricity and Service mindset, Strong Intersection Management & relationship building capability

· Proactive, Result oriented, high energy, ability to multi-task.

Job Description

Position

Manager- Cross Sale

No. of Positions

20

Department

Agency

Function

S2S (Cross Sale)

Reporting to

Cluster Manager– Cross Sale

Band

5A

Location

-

Comp.

Key Responsibilities/ Key Deliverables:

Growth Mindset & Business Acumen

· Strengthen Operational delivery to maximize Agency business/ Customer acquisition.

· Deliver Growth through revenue retention and generation initiatives – S2S/S2R,

· Collaborate with Branch Operations Team to generate S2S Customer Leads.

· Achieve S2S target by Collaborating with Branch Operations team.

· Derive new initiative through the existing customer base / new untapped market to   bring new sales.

· Leverage PMS vectors to achieve S2S targets.

· Manage Customer Parameters – Persistency (13th/25th Month) for sales done through S2S

· Manage Product mix as agreed from time to time.

· Track competition on products, structure, and initiatives

· Compliance – To ensure and function as per the guidelines laid down by MLI Compliance Team

Maintain Customer Relationship

· Build sustainable relationships and trust with existing customers through open and interactive communication

· Determine clients' particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.

Leads Calling & Field Calls

· Ensure Segmented product-based campaigns

· Follows communication procedures, guidelines & policies

· Keep records of field Sales Calls and Home Visits

· Use appropriate solutions and up-selling methods

· Perform follow-ups to ensure customer satisfaction and query resolution/ Taking References

· Provide accurate, valid, and complete information by using the right methods/tools

Essential qualifications and experience:

Ø Graduate

Ø Minimum 4 Years of the experience in Direct Sales Verticals

Knowledge & Skill Matrix:

· Excellent communication skills (oral & written)

· Innovation, Customer centricity and Service mindset, Strong Intersection Management & relationship building capability

· Proactive, Result oriented, high energy, ability to multi-task.