Assistant Manager

2 days ago

Yamunanagar, Haryana, India Max New York Life insurance Co Ltd Full time ₹ 5,00,000 - ₹ 10,00,000 per year

Job Description Position Assistant ManagerIncumbent 1Department DSFFunction Reporting to Branch Relationship ManagerBand 5ALocation YamunanagarTeam size (D/I) NAJOB SUMMARY Direct 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 RESPONSIBILITIES Service through relationship managementEstablishing 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 campaign. SalesFocus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards. Measures of SuccessTAT 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 PERCENT attendance (of total working days). Successfully score >=80 PERCENT in the Functional Trainings imparted. Key Relationships (Internal /External)Internal HR/Trainers/Supervisors/Peers External - Customers Key competencies/skills requiredProcess & Result orientation. Customer centricity & relationship building. Basic Computer Knowledge. Good communication skills- English and regional language. Desired qualification and experience0 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 skills. Locations Yamuna Nagar, HR, IN

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