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Assistant Manager - CAT - Loyalty
ConfidentialBengaluru / Bangalore, India8 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 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 Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language 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 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 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 Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language
Career Opportunities
Position
AM - Customer Advisory Team
Asst Manager- 5A
Department
Customer Advisory Team
Reporting to
Area Relationship Management
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
Sales
MEASURES OF SUCCESS
DESIRED QUALIFICATIONS AND EXPERIENCE
Assistant Manager - Customer Advisory Team :
KNOWLEDGE / SKILLS / ABILITIES
Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.
Career Opportunities
Position
AM - Customer Advisory Team
Asst Manager- 5A
Department
Customer Advisory Team
Reporting to
Area Relationship Management
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
DESIRED QUALIFICATIONS AND EXPERIENCE
Assistant Manager - Customer Advisory Team :
KNOWLEDGE / SKILLS / ABILITIES
Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.
Skills Required
Real Estate, Insurance, Basic Computer Knowledge, Mutual Fund, Life Insurance, Sales, Loans
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Assistant Manager • Bengaluru / Bangalore, India
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