Deputy Manager

1 day ago

Amritsar Punjab, India Max Life Insurance Full time

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 managementxc2xb7 Establishing and strengthening relationship with the allocated customer base xc2xb7 Ensure retention of his her allocated Book of Relations existing customer database xc2xb7 Act as single point of contact for customers for any customer walk-in query complaint xc2xb7 Identify financial goals of customers and providing financial planning assistance xc2xb7 Competition Analysis for giving professional advice to customerxc2xb7 Fix self-appointments every day from the given customer database as per the campaignSalesxc2xb7 Focus on cross-sell up-sell opportunity in allocated customers and walk-insMEASURES OF SUCCESSxc2xb7 TAT adherence for updating System - CSGxc2xb7 Successful completion of cross-sell up-sell Business Goals month on monthxc2xb7 Collection of payment premium from 91-180 days due policiesxc2xb7 Complaint Resolution Customer satisfactionxc2xb7 Achievement of Retention Targetsxc2xb7 45 unique customer meetings in a monthxc2xb7 More than 90 attendance of total working days xc2xb7 Successfully score 80 in the Functional Trainings impartedDESIRED QUALIFICATIONS AND EXPERIENCExc2xb7 Graduate with 1 - 3 years experience in sales of Insurance Mutual Fund CASA Investments Loans Real Estate xc2xb7 Minimum 6 months exposure to Life Insurancexc2xb7 Age Bracket 25-32 yearsxc2xb7 Must own a conveyanceKNOWLEDGE SKILLS ABILITIESxc2xb7 Process Result orientationxc2xb7 Customer centricity relationship buildingxc2xb7 Basic Computer Knowledge xc2xb7 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 managementxc2xb7 Establishing and strengthening relationship with the allocated customer base xc2xb7 Ensure retention of his her allocated Book of Relations existing customer database xc2xb7 Act as single point of contact for customers for any customer walk-in query complaint xc2xb7 Identify financial goals of customers and providing financial planning assistance xc2xb7 Competition Analysis for giving professional advice to customerxc2xb7 Fix self-appointments every day from the given customer database as per the campaignSalesxc2xb7 Focus on cross-sell up-sell opportunity in allocated customers and walk-insMEASURES OF SUCCESSxc2xb7 TAT adherence for updating System - CSGxc2xb7 Successful completion of cross-sell up-sell Business Goals month on monthxc2xb7 Collection of payment premium from 91-180 days due policiesxc2xb7 Complaint Resolution Customer satisfactionxc2xb7 Achievement of Retention Targetsxc2xb7 45 unique customer meetings in a monthxc2xb7 More than 90 attendance of total working days xc2xb7 Successfully score 80 in the Functional Trainings impartedDESIRED QUALIFICATIONS AND EXPERIENCExc2xb7 Graduate with 1 - 3 years experience in sales of Insurance Mutual Fund CASA Investments Loans Real Estate xc2xb7 Minimum 6 months exposure to Life Insurancexc2xb7 Age Bracket 25-32 yearsxc2xb7 Must own a conveyanceKNOWLEDGE SKILLS ABILITIESxc2xb7 Process Result orientationxc2xb7 Customer centricity relationship buildingxc2xb7 Basic Computer Knowledge xc2xb7 Good communication skills- English and regional language

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