Branch Relationship Manager CAT EliteAPP • Bengaluru, Karnataka, India
Branch Relationship Manager CAT Elite
APP • Bengaluru, Karnataka, India
9 days ago
Job descriptionTrack Segmented product based campaigns including GLIP SWP FWP and others Ensure that the team follows communication procedures guidelines & policies Keep records of customer interactions process customer accounts and file documents Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions Perform random follow-ups to ensure customer satisfaction and query resolution Provide accurate valid and complete information by using the right methods / tools Develop marketing strategies and promote all types of new insurance contracts or suggest additions / changes to existing ones Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria Ensure clients particular needs and the extent of present coverage and investments are appropriate Ensure customer satisfaction scores are above within the acceptable range Ensure that the team follows communication procedures guidelines & policies Random Audit to ensure customer satisfaction and query resolution Graduate preferably with an MBA degree; Prior experience in team handling role Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication Determine clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments Track Segmented product based campaigns including GLIP SWP FWP and others Ensure that the team follows communication procedures guidelines & policies Keep records of customer interactions process customer accounts and file documents Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions Perform random follow-ups to ensure customer satisfaction and query resolution Provide accurate valid and complete information by using the right methods / tools Develop marketing strategies and promote all types of new insurance contracts or suggest additions / changes to existing ones Evaluate business or individual customers needs and financial status and propose protection plans that meet their criteria Ensure clients particular needs and the extent of present coverage and investments are appropriate Ensure customer satisfaction scores are above within the acceptable range Ensure that the team follows communication procedures guidelines & policies Random Audit to ensure customer satisfaction and query resolution Graduate preferably with an MBA degree; Prior experience in team handling role
Job Description
Position
BRM
Location
Bangalore
Department
Direct Sales Force
Function
CAT - Elite
Reporting to
RM
Band
Senior Manager (4A)
KEY RESPONSIBILITIES
Maintain Customer Relationship
- Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication
- Determine clients particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments
Track and Supervise Campaign Calling
Supervise / Track Service Request Calls
Growth & Planning
Measures of Success
Maintain Customer Relationship
Track and Supervise Campaign Calling
Supervise / Track Service Request Calls
Growth & Planning
Sustain customer acquisition and revenue growth objectives
Desired qualification and experience
Job Description
Position
BRM
Location
Bangalore
Department
Direct Sales Force
Function
CAT - Elite
Reporting to
RM
Band
Senior Manager (4A)
KEY RESPONSIBILITIES
Maintain Customer Relationship
Track and Supervise Campaign Calling
Supervise / Track Service Request Calls
Growth & Planning
Measures of Success
Maintain Customer Relationship
Track and Supervise Campaign Calling
Supervise / Track Service Request Calls
Growth & Planning
Sustain customer acquisition and revenue growth objectives
Desired qualification and experience
Required Experience :
Manager
Key Skills
Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry
Employment Type : Full Time
Experience : years
Vacancy : 1
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Relationship Manager • Bengaluru, Karnataka, India
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