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Relationship Manager - CAT - Loyalty
ConfidentialBengaluru / Bangalore, India11 days ago
Job descriptionFocus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards 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 Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language 2.5- 3.5 years in sales of Insurance / Mutual Fund / CASA / Investments / Loans / Real Estate. Age Bracket : 25-30 years Must own a conveyance Must own or buy a TAB 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 Team Development (Subject to assessment) Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards 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 Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language 2.5- 3.5 years in sales of Insurance / Mutual Fund / CASA / Investments / Loans / Real Estate. Age Bracket : 25-30 years Must own a conveyance Must own or buy a TAB
Job Description
Position
Relationship Manager
Incumbent
Department
Direct Sales Force
Function
Reporting to
BRM
Band
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 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
- Team Development (Subject to assessment)
Sales
Measures of Success
Key Relationships (Internal / External)
Internal - HR / Trainers / Supervisors / Peers
External- Customers
Key competencies / skills required
Desired qualification and experience
Org Chart
Channel Head Zonal Vice President Asst Vice President Regional Relationship Manager Cluster Relationship Manager Area Relationship Manager Relationship Manager
Job Description
Position
Relationship Manager
Incumbent
Department
Direct Sales Force
Function
Reporting to
BRM
Band
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
Sales
Measures of Success
Key Relationships (Internal / External)
Internal - HR / Trainers / Supervisors / Peers
External- Customers
Key competencies / skills required
Desired qualification and experience
Org Chart
Channel Head Zonal Vice President Asst Vice President Regional Relationship Manager Cluster Relationship Manager Area Relationship Manager Relationship Manager
Skills Required
Basic Computer Knowledge, Competition Analysis, Financial Planning
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Relationship Manager • Bengaluru / Bangalore, India
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