- Maintain Customer Relationship - Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication. - Determine clients\' particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.- Track and Supervise Campaign Calling - Track Segmented product based campaigns including GLIP, SWP, FWP and others - Ensure that the team follows communication procedures, guidelines & policies- Supervise/Track Service Request Calls - Keep records of customer interactions, process customer accounts and file documents - Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactionsRequirements : - Must have team leading experience for 3 to 4 years .- Life Insurance experience of minimum 7-8 years- Should be from Life Insurance sales. Do not share CVs for BANCA only.- Age not more than 40- Must be a local.- Should be from Direct/Agency- Generating at least 1.5 Cr+ Business annually in Current or Last Company (ref:updazz.com)
updazz .com
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