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Agency Manager

1.00 to 5.00 Years   Bangalore   04 May, 2023
The H R Friend
Job LocationBangalore
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BDField Sales Executive
EmploymentTypeFull-time

Job Description

    PositioncusLocation Team size (D/I) NAJOB SUMMARYDirect 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 RESPONSIBILITIESService through relationship managementEstablishing and strengthening relationship with the allocated customerbase.Ensure retention of in his/her allocated book of relations (existingcustomer database).Act as single point of contact for customers for any customerquery/complaint.Identify financial goals of customers and providing financial planningassistance.Competition Analysis for giving professional advice to customerFix self appointments everyday from the given customer database as per thecampaignTeam Development (Subject to assessment)SalesFocus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsMeasures of SuccessTAT adherence for updating System -CRM NextSuccessful completion of cross-sell/up-sell Business Goals month on monthCollection of payment/premium from91-180 days due policiesComplaint Resolution /CustomersatisfactionAchievement of Retention Targets.> 45 unique customer meetings in amonthMore than 90% attendance (of totalworking days)Successfully score >=80% in theFunctional Trainings impartedKey Relationships (Internal /External)Internal HR/Trainers/Supervisors/PeersExternal- CustomersKey competencies/skills requiredProcess & Result orientationCustomer centricity & relationshipbuildingBasic Computer Knowledge.Good communication skills- Englishand regional languageDesired qualification and experience2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Age Bracket: 25-30 yearsMust own a conveyanceMust own or buy a TABOrg ChartChannel HeadZonal Vice PresidentAsst Vice PresidentRegional Relationship ManagerCluster Relationship Manager

Keyskills :
customer servicecluster management

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