Deputy Manager

Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.

KEY RESPONSIBILITIES

Service through relationship management

·         Establishing and strengthening relationship with the allocated customer base.

·         Ensure retention of his/her allocated” Book of Relations” (existing customer database).

·         Act as single point of contact for customers for any customer walk-in/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 and walk-ins

MEASURES OF SUCCESS

·         TAT adherence for updating System - CSG

·         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

·         Graduate with 1 - 3 years’ experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. 

·         Minimum 6 months’ exposure to Life Insurance

·         Age Bracket: 25-32 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

Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.

KEY RESPONSIBILITIES

Service through relationship management

·         Establishing and strengthening relationship with the allocated customer base.

·         Ensure retention of his/her allocated” Book of Relations” (existing customer database).

·         Act as single point of contact for customers for any customer walk-in/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 and walk-ins

MEASURES OF SUCCESS

·         TAT adherence for updating System - CSG

·         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

·         Graduate with 1 - 3 years’ experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. 

·         Minimum 6 months’ exposure to Life Insurance

·         Age Bracket: 25-32 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