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| Job Location | Indore |
| Education | Not Mentioned |
| Salary | Rs 2.5 - 4.5 Lakh/Yr |
| Industry | Insurance |
| Functional Area | Pre-SalesSales / BD |
| EmploymentType | Full-time |
Job DescriptionPositionRelationship ManagerIncumbent1DepartmentCustomer Advisory TeamFunctionService to SalesReporting toArea Relationship ManagerBand4LocationTeam 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 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 customerFix self appointments everyday from the given customer database as per the campaignTeam 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 from 91-180 days due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets.> 45 unique customer meetings in a monthMore than 90% attendance (of total working days)Successfully score >=80% in the Functional Trainings impartedKey Relationships (Internal /External)Internal HR/Trainers/Supervisors/PeersExternal- CustomersKey competencies/skills requiredProcess & Result orientationCustomer centricity & relationship buildingBasic Computer Knowledge.Good communication skills- English and regional language
Keyskills :
businessieldworkcustomerhandlingfieldsalesdirectsalesinsurancesalescoldcallingfieldmarketingleadgenerationsalesprocessbusinessdevelopmentrelationshipmanagermarketingcommunicationdirectchanneldoortodoorb2bsalessalesoperationsdirectselling