Senior Officer - CAT - Loyalty

Job Description

Position

Senior Officer

Incumbent

Department

Direct Sales Force

Function

Reporting to

Branch Relationship Manager

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 customers 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

Ensure successful completion of licensing as per MLI standards

Measures of Success

Key Relationships (Internal / External)

Key competencies / skills required

Desired qualification and experience

Job Description

Position

Senior Officer

Incumbent

Department

Direct Sales Force

Function

Reporting to

Branch Relationship Manager

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

Ensure successful completion of licensing as per MLI standards

Measures of Success

Key Relationships (Internal / External)

Key competencies / skills required

Desired qualification and experience