Deputy Manager

JOB SUMMARY

Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.

KEY RESPONSIBILITIES

Service through relationship management
Establishing and strengthening relationship with the allocated customer base.
Ensure retention of his/her allocated Book of Relations (existing customer database).
Act as single point of contact for customers for any customer walk-in/query/complaint.
Identify financial goals of customers and providing financial planning assistance.
Competition Analysis for giving professional advice to customer
Fix self-appointments every day from the given customer database as per the campaign

Sales
Focus on cross-sell up-sell opportunity in allocated customers and walk-ins

MEASURES OF SUCCESS

TAT adherence for updating System - CSG
Successful completion of cross-sell/ up-sell Business Goals month on month
Collection of payment/premium from 91-180 day 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
Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Minimum 6 months exposure to Life Insurance
Age Bracket 25-32 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

2-3 years of Insurance exposure

More than 3 years in direct channel

Sr Relationship Manager On exceptional Approval