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Senior Officer

1.00 to 5.00 Years   Navi Mumbai   04 May, 2023
The H R Friend
Job LocationNavi Mumbai
EducationNot Mentioned
SalaryNot Disclosed
IndustryBanking / Financial Services
Functional AreaField Sales ExecutiveSales / BD
EmploymentTypeFull-time

Job Description

    Position Senior OfficerJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided bycompany (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship managementEstablishing and strengthening relationship with the allocated customer base.Ensure retention of customers 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 customerFix 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 standardsMeasures of SuccessTAT adherence for updating System -CRM NextSuccessful completion of cross-sell/up-sell Business Goals month on monthCollection of payment/premium from 91-180 days due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets.> 45 unique customer meetings in amonthMore than 90% attendance (of total working days)Successfully score >=80% in theFunctional Trainings impartedKey Relationships (Internal /External)InternalHR/Trainers/Supervisors/PeersExternal- CustomersKey competencies/skills requiredProcess & Result orientationCustomer centricity & relationship buildingBasic Computer Knowledge.Good communication skills- English and regional languageDesired qualification and experience0 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Age Bracket: 20-25 yearsMust own a conveyanceGood communication skillsOrg ChartChannel Head Zonal Vice President Asst Vice President Regional Relationship Manager Cluster Relationship ManagerArea Relationship Manager Relationship Manager Deputy Manager Assistant Manager Senior

Keyskills :
process engineeringcross sellingcustomer service

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