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Deputy Manager Customer Advisory Team

1.00 to 4.00 Years   Nagpur   13 Jul, 2019
Alpha One Management Services Hiring For
Job LocationNagpur
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

JOB 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).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
  • 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
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 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 impartedDESIRED QUALIFICATIONS AND EXPERIENCEAssistant Manager - Customer Advisory Team:1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Minimum 6 months exposure to Life InsuranceAge Bracket: 25-30 yearsMust own a conveyanceKNOWLEDGE / SKILLS / ABILITIESProcess & Result orientation Customer centricity & relationship building Basic Computer Knowledge.Good communication skills- English and regional languageMax Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work

Keyskills :
marketingcomputerbasicsalesustomerrelationscustomerquery/complaintknowledgeresultorientation

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