Senior Officer / AM

Job Description

Role & responsibilities KEY RESPONSIBILITIES Service through relationship management • Establishing and strengthening relationship with the allocated customer base. • Ensure retention of customers 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 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