Job Description

JD & StructureJOB 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 Book of Relations (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

JOB 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 Book of Relations (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