Position: AM - Customer Advisory Team (Asst Manager- 5A)

Department: Customer Advisory Team

Reporting to: Branch Relationship Management

JOB SUMMARY

Direct customer service and sales to existing customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).

KEY RESPONSIBILITIES

Service through relationship management

• Establishing and strengthening relationship with the allocated customer base.

• Ensure retention of 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

Sales

• Focus on cross-sell & up-sell opportunity in allocated customers.

• Ensure successful completion of licensing as per company standards

  
  

  MEASURES 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 91-180 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

  
  

  DESIRED QUALIFICATIONS AND EXPERIENCE

• 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.

• Minimum 6 months exposure to Life Insurance

• Age Bracket: 25-30 years

• Must own a conveyance

  
  

  KNOWLEDGE / SKILLS / ABILITIES

• Process & Result orientation

• Customer centricity & relationship building

• Basic Computer Knowledge.

• Good communication skills- English and regional language