Responsibilities:1. Manage day-to-day branch operations and ensure smooth functioning of all processes2. Supervise and support branch staff in delivering excellent customer service3. Handle customer queries and complaints in a professional and timely manner4. Ensure compliance with all regulatory requirements and internal policies5. Monitor branch performance and financial indicators to achieve targets6. Coordinate with head office for necessary support and reporting7. Oversee cash management and reconciliation processes8. Develop and implement strategies to
KEY RESPONSIBILITIESService 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 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
Customer Handling, Customer Management, Customer Convencing, Customer Approach, Sales and Marketing, Credit Card Selling, Checking the Eligibility of the Customer for the Credit card, Branch Working, Customer Relationship