Job Description Position Relationship Manager Incumbent 1 Department Customer Advisory Team Function Service to Sales Reporting to Area Relationship Manager Band 4 Location Team size (D/I) NA 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 Team Development (Subject to assessment) Sales Focus on cross-sell up-sell prospect 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 Key Relationships (Internal /External) Internal – HR/Trainers/Supervisors/Peers External- Customers Key competencies/skills required Process Result orientation Customer centricity relationship building Basic Computer Knowledge. Good communication skills- English and regional language Desired qualification and experience 2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Age Bracket: 25-30 years Must own a conveyance Must own or buy a TAB Org Chart Channel Head Zonal Vice President Asst Vice President Regional Relationship Manager Cluster Relationship Manager Area Relationship Manager Relationship Manager