Assistant Manager - CAT - Loyalty

Career Opportunities Position Assistant Manager / Deputy Manager CTC Range 2.20 to 3.80 LPA Department Direct Sales Force - Loyalty Reporting to Branch Relationship Management JOB 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 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 every day 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 MLI 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 - 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.  Minimum 6 months’ exposure to Life Insurance  Age Bracket: 22-30 years KNOWLEDGE / SKILLS / ABILITIES  Process & Result orientation  Customer centricity & relationship building  Basic Computer Knowledge.  Good communication ski 

Career Opportunities Position Assistant Manager / Deputy Manager CTC Range 2.20 to 3.80 LPA Department Direct Sales Force - Loyalty Reporting to Branch Relationship Management JOB 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 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 every day 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 MLI 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 - 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.  Minimum 6 months’ exposure to Life Insurance  Age Bracket: 22-30 years KNOWLEDGE / SKILLS / ABILITIES  Process & Result orientation  Customer centricity & relationship building  Basic Computer Knowledge.  Good communication ski