DM - Customer Advisory Team
- Alpha One Management
- 2 to 3 Yrs
- Noida, Gurugram
- 4 years ago
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Job Description
Dear Candidate,
Greetings of the day!
We are Hiring for,
DM - CustomerAdvisoryTeam
Position DM - Customer Advisory Team 5B
Department Customer Advisory Team
Reporting to Branch Relationship
Management
JOBSUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be
provided by company (called the Book of Relations- BoR).
KEYRESPONSIBILITIES
Service 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 MLI
standards
MEASURESOFSUCCESS
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
DESIREDQUALIFICATIONSANDEXPERIENCE
Assistant 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 conveyance
KNOWLEDGE / SKILLS / ABILITIES
Process & Result orientation
Customer centricity & relationship building
Basic Computer Knowledge.
Good communication skills- English and regional language
Max Life is progressing on the digitization journey of service and sales, which may require candidates to be
equipped with Tablets for their work.
Regards,
HR Team
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: DM - Customer Advisory Team
Contact Details:
Company: Alpha One ManagementLocation(s): Noida, Gurugram
Alpha One Management
Foursis Technical Solution is an up growing recruiting & human resource outsourcing organization, providing the niche service with the committed approach. The inception happed in the year 2011 at Rajkot; successfully placing candidates for construction sector. Our agile steps and growing success s...
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