JOB SUMMARY:
Direct customer service and sales to existing MLI customers through relationship building. The existing Customer database will be provided by the company (called the Book of Relations- BoR).
KEY RESPONSIBILITIES:
• Service through relationship management:
• Establishing and strengthening relationships with the allocated customer base.
• Ensure retention of his/her allocated Book of Relations (existing customer database).
• Act as the single point of contact for customers for any customer query/complaint.
• Identify the financial goals of customers and provide financial planning assistance. Competition Analysis for giving professional advice to customers.
• Fix self-appointments every day from the given customer database as per the campaign.
SALES:
• Focus on cross-sell & up-sell opportunities in allocated customers.
• Ensure successful completion of licensing as per MLI standards.
Job Type: Permanent
Education: Any Specialization
Industry: Insurance
Functional Area: Sales, Retail, Business Development (Sales / BD Manager)
Experience
2 - 4 Years
No. of Openings
01
Education
Any Bachelor Degree
Role
Relationship Manager
Industry Type
Insurance / Claims
Gender
[ Male / Female ]
Job Country
India
Type of Job
Full Time
Work Location Type
Work from Office