BRM Direct vertical life insurance team handling profile

DSF- CAT ELITE

Openings for BRM South Delhi.

Salary Budget- 11.5 LPA

Candidates preferred from Agency/ Direct / Broking.

Job Description
Position BRM No. of PositionsDepartment CAT FunctionReporting to Chief Manager - Ecommerce Band 4ALocation Comp. 11.50LKey Responsibilities:Maintain Customer RelationshipEnsure that team builds sustainable relationships and trust withcustomer accounts through open and interactive communicationDetermine clients particular needs and financial situations byscheduling fact-finding appointments and determining the extent ofpresent coverage and investmentsTrack and Supervise Campaign CallingTrack Segmented product based campaigns including GLIP, SWP, FWPand othersEnsure that the team follows communication procedures, guidelines &&policiesSupervise/Track Service Request CallsKeep records of customer interactions, process customer accounts andfile documentsProvide appropriate solutions and up-selling strategies to the teambasis the feedback of the previous interactionsPerform random follow-ups to ensure customer satisfaction and query

Measure of Success:
Maintain Customer RelationshipEnsure clients particular needs and the extent ofpresent coverage and investments are appropriateEnsure customer satisfaction scores are above withinthe acceptable rangeTrack and Supervise Campaign CallingEnsure that the team follows communicationprocedures, guidelines && policiesSupervise/Track Service Request CallsRandom Audit to ensure customer satisfaction andquery resolution