Deputy Manager

17 hours ago

Ludhiana Punjab, India Max Life Insurance Full time

S2S JD Structure JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building Existing Customer database will be provided by company KEY RESPONSIBILITIES 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 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 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 S2S JD Structure JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building Existing Customer database will be provided by company KEY RESPONSIBILITIES 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 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 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

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