JOB SUMMARY Direct customer service and sales to existing customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship management- Establishing and strengthening relationship with the allocated customer base.- Ensure retention of 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 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 DESIRED QUALIFICATIONS AND EXPERIENCEAssistant Manager - Customer Advisory Team:- 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. - Minimum 6 months exposure to Life Insurance- Age Bracket: 25-30 years- Must own a conveyanceKNOWLEDGE / SKILLS / ABILITIES- Process & Result orientation- Customer centricity & relationship building- Basic Computer Knowledge.- Good communication skills- English and regional languageLife is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work. (ref:updazz.com)
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