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 qualified advice to customer
Fixself appointments everyday 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 91-180 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