Senior Officer - CAT - Loyalty

As a Senior Officer in the DSF department at our Kurukshetra location, your primary responsibility will be to provide direct customer service and sales to our existing MLI customers by focusing on relationship building. You will be working closely with the Branch Relationship Manager and will have access to the existing customer database known as the Book of Relations (BoR). Your key responsibilities will include: - Establishing and strengthening relationships with the allocated customer base. - Ensuring the retention of customers in your assigned Book of Relations. - Acting as a single point of contact for customers for any queries or complaints. - Identifying the financial goals of customers and providing them with financial planning assistance. - Conducting competition analysis to offer professional advice to customers. - Scheduling self-appointments daily from the provided customer database according to the campaign. In terms of sales, you will be required to focus on cross-selling and up-selling opportunities within your allocated customer base. It is essential to successfully complete licensing as per MLI standards. Your success in this role will be measured by: - Timely updating of the system (CRM Next) as per TAT adherence. - Achieving cross-sell/up-sell business goals on a monthly basis. - Resolving customer complaints and ensuring customer satisfaction. - Meeting retention targets. - Conducting at least 45 unique customer meetings per month. - Maintaining an attendance rate of over 90% of total working days. - Attaining a score of 80% or higher in the Functional Trainings provided. Key relationships in this role include internal interactions with HR, trainers, supervisors, and peers, as well as external interactions with customers. Key competencies and skills required for this position include: - Process and result orientation. - Customer centricity and relationship building. - Basic computer knowledge. - Strong communication skills in English and the regional language. Desired qualifications and experience for this role include: - 0 to 1.5 years of experience in sales of Insurance, Mutual Fund, CASA, Investments, Loans, or Real Estate. - Age bracket of 20-25 years. - Ownership of a conveyance. - Good communication skills are essential for effective performance. If you meet these requirements and are ready to take on this challenging yet rewarding role, we look forward to receiving your application.,