Assistant Manager - CAT - Loyalty

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. (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 every day 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- 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. Age Bracket 22-30 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