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| Job Location | Chennai |
| Education | Not Mentioned |
| Salary | Rs 1.5 - 3.0 Lakh/Yr |
| Industry | Insurance |
| Functional Area | Sales / BDMarketing / Communication |
| EmploymentType | Full-time |
Dear Associate, PositionFinancial Planning ManagerDepartment Customer Advisory Team Reporting to Area Relationship ManagementTo apply please call Shubham on 9011033268 or email CV to aspireerpjobs2@gmail.comJOB SUMMARYDirect 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 RESPONSIBILITIESService through relationship managementEstablishing 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 campaignSalesFocus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standards MEASURES OF SUCCESSTAT adherence for updating System - CRM NextSuccessful completion of cross-sell/ up-sell Business Goals month on month Collection of payment/premium from 91-180 days due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets.> 45 unique customer meetings in a monthMore than 90% attendance (of total working days)Successfully score >=80% in the Functional Trainings impartedDESIRED QUALIFICATIONS AND EXPERIENCEAssistant Manager - Customer Advisory Team:1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life InsuranceAge Bracket: 21-35 yearsMust own a conveyanceKNOWLEDGE / SKILLS / ABILITIESProcess & Result orientationCustomer centricity & relationship buildingBasic Computer Knowledge.Good communication skills- English and regional languageMax Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.Best RegardsSHUBHAMAspire Erp Systems | C2/16, 1st floor,Brahma Estate, NIBM Road, Pune - 411048Mobile - 9011033268E-mail : aspireerpjobs2@gmail.com
Keyskills :
marketinginvestment salesbroking bancassurancerelationship management bsfibusiness development