Assistant Manager - CAT - Loyalty

Position

AM - Customer Advisory Team

Asst Manager- 5A

Department

Customer Advisory Team

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 self appointments everyday from the given customer database as per the campaign

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

DESIRED QUALIFICATIONS AND EXPERIENCE

Assistant 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 Insurance

Age Bracket: 25-30 years

Must own a conveyance

KNOWLEDGE / SKILLS / ABILITIES

• Process & Result orientation


• Customer centricity & relationship building


• Basic Computer Knowledge.


• Good communication skills- English and regional language

Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.

Position

AM - Customer Advisory Team

Asst Manager- 5A

Department

Customer Advisory Team

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 self appointments everyday from the given customer database as per the campaign

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

DESIRED QUALIFICATIONS AND EXPERIENCE

Assistant 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 Insurance

Age Bracket: 25-30 years

Must own a conveyance

KNOWLEDGE / SKILLS / ABILITIES

• Process & Result orientation


• Customer centricity & relationship building


• Basic Computer Knowledge.


• Good communication skills- English and regional language

Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.