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Deputy Manager

Deputy Manager

ConfidentialKolkata
30+ days ago
Job description
  • 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

    • 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

      Assistant Manager - Customer Advisory Team

    • 1.5 - 2 years in sales of Insurance / Mutual Fund / CASA / Investments / Loans / Real Estate.
    • Minimum 6 months exposure to Life Insurance
    • Age Bracket 25-30 years
    • Must own a conveyance
    • KNOWLEDGE / SKILLS / ABILITIES
    • Customer centricity & relationship building
    • Basic Computer Knowledge.
    • Good communication skills- English and regional language

      • Skills Required

      Customer Relationship Management, Insurance Sales, Financial Planning, Crm Systems

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    Deputy Manager • Kolkata