Job Description

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 managementEstablishing 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 customerFix self-appointments every day from the given customer database as per the campaignSalesFocus on cross-sell & up-sell opportunity in allocated customers and walk-insMEASURES OF SUCCESSTAT adherence for updating System - CSGSuccessful completion of cross-sell/ up-sell Business Goals month on monthCollection of payment/premium from 91-180 days due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets45 unique customer meetings in a monthMore than 90% attendance (of total working days)Successfully score
=80% in the Functional Trainings impartedDESIRED QUALIFICATIONS AND EXPERIENCEGraduate with 1 - 3 years\' experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Minimum 6 months\' exposure to Life InsuranceAge Bracket: 25-32 yearsMust own a conveyanceKNOWLEDGE / SKILLS / ABILITIESProcess & Result orientationCustomer centricity & relationship buildingBasic Computer Knowledge.Good communication skills- English and regional languageJOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.KEY RESPONSIBILITIESService through relationship managementEstablishing 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 customerFix self-appointments every day from the given customer database as per the campaignSalesFocus on cross-sell & up-sell opportunity in allocated customers and walk-insMEASURES OF SUCCESSTAT adherence for updating System - CSGSuccessful completion of cross-sell/ up-sell Business Goals month on monthCollection of payment/premium from 91-180 days due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets45 unique customer meetings in a monthMore than 90% attendance (of total working days)Successfully score
=80% in the Functional Trainings impartedDESIRED QUALIFICATIONS AND EXPERIENCEGraduate with 1 - 3 years\' experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Minimum 6 months\' exposure to Life InsuranceAge Bracket: 25-32 yearsMust own a conveyanceKNOWLEDGE / SKILLS / ABILITIESProcess & Result orientationCustomer centricity & relationship buildingBasic Computer Knowledge.Good communication skills- English and regional language

Max Life Insurance