Job Description

CAT Axis FLS JDJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.KEY RESPONSIBILITIESService through relationship management

• Establishing and strengthening relationship with the allocated customer base.
• Ensure retention of his/her allocated\xe2\x80\x9d Book of Relations\xe2\x80\x9d (existing customer database).
• Act as single point of contact for customers for any customer walk-in/query/complaint.

• Identify financial goals of customers and providing financial planning assistance.

• Competition Analysis for giving professional advice to customer
• Fix self-appointments every day from the given customer database as per the campaign

Sales

• Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins

MEASURES OF SUCCESS

• TAT adherence for updating System - CSG
• Successful completion of cross-sell/ up-sell Business Goals month on month
• Collection of payment/premium from 91-180 day 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 impartedDESIRED QUALIFICATIONS AND EXPERIENCE

• Graduate with 1 - 3 years\' experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
• Minimum 6 months\' exposure to Life Insurance
• Age Bracket: 25-32 years
• Must own a conveyance

KNOWLEDGE / SKILLS / ABILITIES

• Process & Result orientation
• Customer centricity & relationship building
• Basic Computer Knowledge.
• Good communication skills- English and regional language

CAT Axis FLS JDJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.KEY RESPONSIBILITIESService through relationship management

• Establishing and strengthening relationship with the allocated customer base.
• Ensure retention of his/her allocated\xe2\x80\x9d Book of Relations\xe2\x80\x9d (existing customer database).
• Act as single point of contact for customers for any customer walk-in/query/complaint.

• Identify financial goals of customers and providing financial planning assistance.

• Competition Analysis for giving professional advice to customer
• Fix self-appointments every day from the given customer database as per the campaign

Sales

• Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins

MEASURES OF SUCCESS

• TAT adherence for updating System - CSG
• Successful completion of cross-sell/ up-sell Business Goals month on month
• Collection of payment/premium from 91-180 day 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 impartedDESIRED QUALIFICATIONS AND EXPERIENCE

• Graduate with 1 - 3 years\' experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
• Minimum 6 months\' exposure to Life Insurance
• Age Bracket: 25-32 years
• Must own a conveyance

KNOWLEDGE / SKILLS / ABILITIES

• Process & Result orientation
• Customer centricity & relationship building
• Basic Computer Knowledge.
• Good communication skills- English and regional language

Max Life Insurance