Key Responsibilities:

Maintain Customer Relationship

 Ensure that team builds sustainable relationships and trust with

customer accounts through open and interactive communication

 Determine clients' particular needs and financial situations by

scheduling fact-finding appointments and determining the extent of

present coverage and investments

Track and Supervise Campaign Calling

 Track Segmented product based campaigns including GLIP, SWP, FWP

and others

 Ensure that the team follows communication procedures, guidelines &

policies

Supervise/Track Service Request Calls

 Keep records of customer interactions, process customer accounts and

file documents

 Provide appropriate solutions and up-selling strategies to the team

basis the feedback of the previous interactions

 Perform random follow-ups to ensure customer satisfaction and query

Measure of Success:





Maintain Customer Relationship

 Ensure clients' particular needs and the extent of

present coverage and investments are appropriate

 Ensure customer satisfaction scores are above within

the acceptable range

Track and Supervise Campaign Calling

 Ensure that the team follows communication

procedures, guidelines & policies

Supervise/Track Service Request Calls

 Random Audit to ensure customer satisfaction and

query resolution

PUBLIC

resolution

 Provide accurate, valid and complete information by using the right

methods/tools

Growth & Planning

 Evaluate business or individual customers' needs and financial status

and propose protection plans that meet their criteria

📌 BRM - Elite Channel (Mumbai)
🏢 Skywings Advisors
📍 Mumbai