Senior Officer - CAT - Loyalty

Career Opportunities
PositionAssistant Manager /Deputy ManagerCTC Range 2.20 to 3.80 LPADepartmentDirect Sales Force - LoyaltyReporting toBranch Relationship ManagementJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided bycompany (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship managementEstablishing and strengthening relationship with the allocatedcustomer base.(existing customer database).Act as single point of contact for customers for any customerquery/complaint.Identify financial goals of customers and providing financialplanning assistance.Competition Analysis for giving professional advice to customerFix self-appointments every day from the given customerdatabase as per the campaignSalesFocus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsMEASURES OF SUCCESSTAT adherence for updating System - CRM NextSuccessful completion of cross-sell/ up-sell BusinessGoals month on monthCollection of payment/premium from 91-due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets. 45 unique customer meetings in a monthMore than 90% attendance (of total working days)Successfully score =80% in the Functional TrainingsimpartedDESIRED QUALIFICATIONS AND EXPERIENCE1.5 - 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Age Bracket: 22-30 yearsKNOWLEDGE / SKILLS / ABILITIESProcess & Result orientationCustomer centricity & relationship buildingBasic Computer Knowledge.Good communication skills- English and regional languageRelationship building

Career Opportunities
PositionAssistant Manager /Deputy ManagerCTC Range 2.20 to 3.80 LPADepartmentDirect Sales Force - LoyaltyReporting toBranch Relationship ManagementJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided bycompany (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship managementEstablishing and strengthening relationship with the allocatedcustomer base.(existing customer database).Act as single point of contact for customers for any customerquery/complaint.Identify financial goals of customers and providing financialplanning assistance.Competition Analysis for giving professional advice to customerFix self-appointments every day from the given customerdatabase as per the campaignSalesFocus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsMEASURES OF SUCCESSTAT adherence for updating System - CRM NextSuccessful completion of cross-sell/ up-sell BusinessGoals month on monthCollection of payment/premium from 91-due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets. 45 unique customer meetings in a monthMore than 90% attendance (of total working days)Successfully score =80% in the Functional TrainingsimpartedDESIRED QUALIFICATIONS AND EXPERIENCE1.5 - 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Age Bracket: 22-30 yearsKNOWLEDGE / SKILLS / ABILITIESProcess & Result orientationCustomer centricity & relationship buildingBasic Computer Knowledge.Good communication skills- English and regional languageRelationship building