Cluster Manager

1 month ago


Mumbai, India Max Life Insurance Full time

Key Responsibilities

:

Maintain Customer Relationship

Ensure that team builds sustainable relationships and trust with customer accounts 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

Track and Supervise Campaign Calling

Track Segmented product based campaigns including GLIP, SWP, FWP and others Ensure that the team follows communication procedures, guidelines & policies

Supervise/Track Service Request Calls

Keep records of customer interactions, process customer accounts and file documents Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions Perform random follow-ups to ensure customer satisfaction and query resolution Provide accurate, valid and complete information by using the right methods/tools

Growth & Planning

Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria

Measure of Success:

Maintain Customer Relationship

Ensure clients’ particular needs and the extent of present coverage and investments are appropriate Ensure customer satisfaction scores are above within the acceptable range

Track and Supervise Campaign Calling

Ensure that the team follows communication procedures, guidelines & policies

Supervise/Track Service Request Calls

Random Audit to ensure customer satisfaction and query resolution

Growth & Planning

Sustain customer acquisition and revenue growth objectives

Essential qualifications and experience:

Graduate

Minimum 6 Years of the experience in sales verticals dealing with HNI customers

Competence required:

Strong People Leadership, Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers, Managing teams


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