Job Summary
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• Insurance
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Job Description
Service through relationship management
• Engage with customers to provide quick response to customer queries, provide customer service.
• Act as single point advisor for customers in his allocated book of relations.
• Assist in Direct customer service policyholder’s complaint resolution.
• Ensure retention of in his allocated book of relations.
• Identify financial goals of customers and providing financial planning assistance.
• To gain customer confidence by building relation and manage his/her complete insurance/financial portfolio
• Educate prospects about MNYL products vis-à-vis products of competition to enable them in taking appropriate decisions
• Focus on cross-sell & up-sell opportunity in allocated orphan customers to ensure sales targets are achieved
• Need based product pitching and focus on all product categories
• Adherence to MNYL pre-sales & post-sales guidelines.
Self Development
Key Skill(s)
About Company
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