Deputy Manager

2 days ago

Delhi, Delhi, India Max Life Insurance Full time
Job Description

Service 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 days 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 imparted

DESIRED 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 SUMMARY

Direct customer service and sales to existing MLI customers through relationship building. ExistingCustomer 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 days 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 imparted

DESIRED 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

Role:Regional Sales Manager (B2C)

Industry Type:Insurance

Department:Sales & Business Development

Employment Type:Full Time, Permanent

Role Category:Retail & B2C Sales

Education

UG:Any Graduate

PG:Any Postgraduate

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