0 - 5 years
1 - 3 Lacs
Posted:3 days ago|
Platform:
Work from Office
Full Time
Service through relationship management
• Establishing 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 customer
• Fix self appointments everyday from the given customer database as per the campaign.
Focus on cross-sell & up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards Measures of Success
• Complaint Resolution /Customer satisfaction
• Achievement of Retention Targets
Shriram Life Insurance
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