Relationship Manager

Amrit Consultancy

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

• Experience

  1 - 7 Years

• No. of Openings

  15

• Education

  Any Bachelor Degree

• Role

  Relationship Manager

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office