Relationship Manager
Relationship Manager
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Job Description
Job Description
Position
Relationship Manager
Incumbent
1
Department
Direct Sales Force
Function
Reporting to
BRM
Band
4
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 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
- Team Development (Subject to assessment)
Sales
- Focus on cross-sell & up-sell 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 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 imparted
Key Relationships (Internal /External)
Internal HR/Trainers/Supervisors/Peers
External- Customers
Key competencies/skills required
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
Desired qualification and experience
2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 25-30 years
Must own a conveyance
Must own or buy a TAB
Org Chart
Channel Head Zonal Vice President Asst Vice President Regional Relationship Manager Cluster Relationship Manager Area Relationship Manager Relationship Manager
Job Description
Position
Relationship Manager
Incumbent
1
Department
Direct Sales Force
Function
Reporting to
BRM
Band
4
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 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
- Team Development (Subject to assessment)
Sales
- Focus on cross-sell & up-sell 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 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 imparted
Key Relationships (Internal /External)
Internal HR/Trainers/Supervisors/Peers
External- Customers
Key competencies/skills required
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
Desired qualification and experience
2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 25-30 years
Must own a conveyance
Must own or buy a TAB
Org Chart
Channel Head Zonal Vice President Asst Vice President Regional Relationship Manager Cluster Relationship Manager Area Relationship Manager Relationship Manager
Required Experience:
Manager
Employment Type
Full Time
