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AM - Customer Advisory Team ( Asst Manager)

1.00 to 2.00 Years   Surat   13 Jul, 2022
Trenz Management Services
Job LocationSurat
EducationNot Mentioned
SalaryRs 2.0 - 3.0 Lakh/Yr
IndustryManagement Consulting / Strategy
Functional AreaOperations Management / Process Analysis
EmploymentTypeFull-time

Job Description

    KEY RESPONSIBILITIESService 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 opportunity 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
    DESIRED 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 Insurance
    • Age Bracket: 25-30 years
    • Must own a conveyance
    KNOWLEDGE / SKILLS / ABILITIES
    • Process & Result orientation
    • Customer centricity & relationship building
    • Basic Computer Knowledge.
    • Good communication skills- English and regional language
    Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.

Keyskills :
advisoryassistants

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