KEY RESPONSIBILITIES
Service through relationship management with the Channel partner Bank
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 - 8years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Minimum 6 months exposure to Life Insurance
Age Bracket: 25-35 years
Must own a conveyance
Interested Candidate send thier Cv on Pa****i@dr******e.com
Or
Call 9278635***
Regards
Pallavi
Dreamzire Consultancy Pvt ltd

Dreamzire Consultancy Private Limited, is the emerging and fast growing firm in the field of HR Consultancy. Dreamzire Consultancy is one of the leading firm based in Delhi with a wide reach to North, East and West India.