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
Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
Measures 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
Desired qualification and experience
Graduate preferably with an MBA degree;
Prior experience in team handling role
Job Description
Position
BRM
Location
Bangalore
Department
Direct Sales Force
Function
CAT - Elite
Reporting to
RM
Band
Senior Manager (4A)
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
Develop marketing strategies and promote all types of new insurance contracts or suggest additions/changes to existing ones
Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria
Measures 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
