Assistant Manager

Year    Ludhiana, Punjab, India

Job Description


S2S 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\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
S2S 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\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

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Job Detail

  • Job Id
    JD3319112
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Ludhiana, Punjab, India
  • Education
    Not mentioned
  • Experience
    Year