Hiring for Assistant Manager - Customer
- Alpha One Management
- 1 to 2 Yrs
- Pune
- 4 years ago
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Job Description
Dear Candidates,
Greeting!!
We have an urgent opening for Assistant Manager - Customer Advisory Team
JOB SUMMARY
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).
KEY RESPONSIBILITIES
- 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
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 EXPERIENCE
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
Regards,
Hr Team
Employement Category:
Employement Type: Full timeIndustry: Banking / Financial Services
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Hiring for Assistant Manager - Customer
Contact Details:
Company: Alpha One ManagementLocation(s): Pune
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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