Senior Officer - CAT - Loyalty

Job Description
Position
Senior Officer
Incumbent
1
Department
Customer Advisory Team
Function
Service to Sales
Reporting to
Area Relationship Manager
Band
5
Location
Team size (D/I)
NA
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 customers 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 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
Key Relationships (Internal /External)
 Internal – HR/Trainers/Supervisors/Peers
 External- Customers
Key competencies/skills required
 Process & Result orientation
 Customer centricity & relationship building
 Basic Computer Knowledge.
 Good communication skills- English and regional language
Desired qualification and experience
0 – 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 20-25 years
Must own a conveyance
Good communication skills
Org Chart
Channel Head Zonal Vice President  Asst Vice President  Regional Relationship Manager  Cluster Relationship Manager  Area Relationship Manager  Relationship Manager Deputy Manager  Assistant Manager  Senior Officer

Job Description
Position
Senior Officer
Incumbent
1
Department
Customer Advisory Team
Function
Service to Sales
Reporting to
Area Relationship Manager
Band
5
Location
Team size (D/I)
NA
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 customers 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 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
Key Relationships (Internal /External)
 Internal – HR/Trainers/Supervisors/Peers
 External- Customers
Key competencies/skills required
 Process & Result orientation
 Customer centricity & relationship building
 Basic Computer Knowledge.
 Good communication skills- English and regional language
Desired qualification and experience
0 – 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 20-25 years
Must own a conveyance
Good communication skills
Org Chart
Channel Head Zonal Vice President  Asst Vice President  Regional Relationship Manager  Cluster Relationship Manager  Area Relationship Manager  Relationship Manager Deputy Manager  Assistant Manager  Senior Officer