Career Opportunities Position Assistant Manager Deputy Manager CTC Range 2 20 to 3 80 LPA Department Direct Sales Force - Loyalty Reporting to Branch Relationship Management 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 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 every day from the given customer database as per the campaign 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- 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 1 5 - 7 years in sales of Insurance Mutual Fund CASA Investments Loans Real Estate Age Bracket 22-30 years KNOWLEDGE SKILLS ABILITIES Process Result orientation Customer centricity relationship building Basic Computer Knowledge Good communication skills- English and regional language Relationship building Career Opportunities Position Assistant Manager Deputy Manager CTC Range 2 20 to 3 80 LPA Department Direct Sales Force - Loyalty Reporting to Branch Relationship Management 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 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 every day 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- 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 1 5 - 7 years in sales of Insurance Mutual Fund CASA Investments Loans Real Estate Age Bracket 22-30 years KNOWLEDGE SKILLS ABILITIES Process Result orientation Customer centricity relationship building Basic Computer Knowledge Good communication skills- English and regional language Relationship building

📌 Assistant Manager - Cat - Loyalty (Lucknow)
🏢 Max Life Insurance
📍 Lucknow