Assistant Manager

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 everyday from the given customer database as per the campaign

Sales

MEASURES OF SUCCESS

45 unique customer meetings in a month

=80% in the Functional Trainings imparted

DESIRED QUALIFICATIONS AND EXPERIENCE

Assistant Manager - Customer Advisory Team

KNOWLEDGE / SKILLS / ABILITIES

Role :   Regional Sales Manager (B2C)

Industry Type :   Insurance

Department :   Sales & Business Development

Employment Type :   Full Time, Permanent

Role Category :   Retail & B2C Sales

Education

UG :   Any Graduate

PG :   Any Postgraduate

Skills Required

Relationship Management, Sales, Mutual Funds, Customer Service, Loans, Financial Planning, Relationship Building, Licensing, Advisory