Deputy Manager 131015
Deputy Manager 131015
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Job Description
Career Opportunities
Position
Assistant Manager /
Deputy Manager
CTC Range
2.20 to 3.80 LPA
Department
Direct Sales Force Loyalty
Reporting to
Branch 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 selfappointments every day from the given customer database as per the campaign
Sales
Focus on crosssell & upsell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards
MEASURES OF SUCCESS
TAT adherence for updating System CRM Next
Successful completion of crosssell/ upsell Business Goals month on month
Collection of payment/premium from 91180 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
DESIRED QUALIFICATIONS AND EXPERIENCE
1.5 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Minimum 6 months exposure to Life Insurance
Age Bracket: 2230 years
KNOWLEDGE / SKILLS / ABILITIES
Process & Result orientation
Customer centricity & relationship building
Basic Computer Knowledge.
Good communication skills English and regional language
Relationship building
Career Opportunities
Position
Assistant Manager /
Deputy Manager
CTC Range
2.20 to 3.80 LPA
Department
Direct Sales Force Loyalty
Reporting to
Branch 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 selfappointments every day from the given customer database as per the campaign
Sales
Focus on crosssell & upsell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards
MEASURES OF SUCCESS
TAT adherence for updating System CRM Next
Successful completion of crosssell/ upsell Business Goals month on month
Collection of payment/premium from 91180 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
DESIRED QUALIFICATIONS AND EXPERIENCE
1.5 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Minimum 6 months exposure to Life Insurance
Age Bracket: 2230 years
KNOWLEDGE / SKILLS / ABILITIES
Process & Result orientation
Customer centricity & relationship building
Basic Computer Knowledge.
Good communication skills English and regional language
Relationship building
Required Experience:
Manager
Employment Type
Full Time
