Required Skills: mis, customer service, documentation, finance, insurance.
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
- Focus on cross-sell up-sell opportunity in allocated customers.
- Ensure successful completion of licensing as per MLI standards