Assistant Manager (Manali)

Career Opportunities Position AM
- Customer Advisory Team Asst Manager- 5A Department Customer Advisory Team Reporting to Branch Relationship Management 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 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 skilled 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 Apply on Kit Job: kitjob.in/job/4mz5sx