Job Description

JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be
provided by company.

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
Team Development (Subject to assessment)
RM : HNI Client
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 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
Performance of the mentees
RM : Self Grooming

DESIRED QUALIFICATIONS AND EXPERIENCE
Assistant Manager - Customer Advisory Team:
2 - 3 years in sales of Insurance/Mutual Fund/CASA/Investments/Loans/Real Estate.
Minimum 6 months exposure to Life Insurance
Age Bracket: 25-32 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

Hiring Locations: Enclosed

Must Criteria

SRM

Qualification

Any Graduate & Above

Age

23-32 Years

Experience

4+ Years

3+ Years

Industry

Life Insurance

Channel

Direct or Agency (No Banca)

Bike Availability

Mandatory

License Availability

Mandatory

CTC Range

Metro- upto 6.25L
Other Cities- upto 6L

Metro- upto 5.5L
Other Cities- upto 5L

List of Metro Cities: Delhi, Mumbai, Bangalore, Chennai, Ahmedabad, Kolkata, Hyderabad