Position

AM - Customer Advisory Team Asst Manager- 5A

Department

Customer Advisory Team 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.

· 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

Sales

· Focus on cross-sell & up-sell chance 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

📌 Assistant Manager - CAT - Loyalty (West Bengal)
🏢 Axis Max Life Insurance
📍 West Bengal