Senior Officer

Job DescriptionPositionSenior OfficerIncumbent1DepartmentCustomer Advisory TeamFunctionService to SalesReporting toArea Relationship ManagerBand5LocationTeam size (D/I)NAJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of customers in his/her allocated "Book of Relations" (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaignSales Focus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsMeasures of Success 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 impartedKey Relationships (Internal /External) Internal – HR/Trainers/Supervisors/Peers External- CustomersKey competencies/skills required Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional languageDesired qualification and experience0 – 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Age Bracket: 20-25 yearsMust own a conveyanceGood communication skillsOrg ChartChannel Head Zonal Vice President  Asst Vice President  Regional Relationship Manager  Cluster Relationship Manager  Area Relationship Manager  Relationship Manager Deputy Manager  Assistant Manager  Senior Officer Job DescriptionPositionSenior OfficerIncumbent1DepartmentCustomer Advisory TeamFunctionService to SalesReporting toArea Relationship ManagerBand5LocationTeam size (D/I)NAJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of customers in his/her allocated "Book of Relations" (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaignSales Focus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsMeasures of Success 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 impartedKey Relationships (Internal /External) Internal – HR/Trainers/Supervisors/Peers External- CustomersKey competencies/skills required Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional languageDesired qualification and experience0 – 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Age Bracket: 20-25 yearsMust own a conveyanceGood communication skillsOrg ChartChannel Head Zonal Vice President  Asst Vice President  Regional Relationship Manager  Cluster Relationship Manager  Area Relationship Manager  Relationship Manager Deputy Manager  Assistant Manager  Senior Officer