Relationship Officer

Graduate and above

All genders

09:00 AM - 06:00 PM

Job Benefits: Insurance

Bike, Smartphone, PAN Card, Aadhar Card, 2-Wheeler Driving Licence, Bank Account

Job Description

Position Senior Officer Incumbent 1
Department Customer Advisory Team Function Service to Sales
Reporting to Area Relationship Manager Band 5
Location Team size (D/I) NA
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by
company (called the Book of Relations- BoR).
KEY RESPONSIBILITIES
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
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
Key Relationships (Internal /External)
 Internal –
HR/Trainers/Supervisors/Peers
 External- Customers
Key competencies/skills required
 Process & Result orientation
 Customer centricity & relationship
building
 Basic Computer Knowledge.
 Good communication skills- English
and regional language

Desired qualification and experience
0 – 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 20-25 years
Must own a conveyance
Good communication skills
Org Chart
Channel Head Zonal Vice President  Asst Vice President  Regional Relationship Manager  Cluster Relationship Manager 
Area Relationship Manager  Relationship Manager Deputy Manager  Assistant Manager  Senior Officer