Senior Officer
1 month ago
Key Responsibilities
Relationship Management
- Develop and maintain strong relationships with customers to ensure retention and growth.
- Act as a single point of contact for customers, addressing their queries and concerns.
- Identify customers' financial goals and provide personalized financial planning assistance.
- Conduct competition analysis to provide professional advice to customers.
- Manage daily appointments with customers from the allocated database.
Sales
- Foster cross-sell and up-sell opportunities with allocated customers.
Measures of Success
- Adhere to TAT for updating CRM Next.
- Meet cross-sell and up-sell business goals on a monthly basis.
- Collect payments and premiums from 91-180 days due policies.
- Resolve customer complaints and maintain high customer satisfaction.
- Achieve retention targets.
- Conduct at least 45 unique customer meetings per month.
- Attend more than 90% of total working days.
- Score 80% or higher in functional trainings.
Key Relationships
- Internal: HR, Trainers, Supervisors, Peers.
- External: Customers.
Key Competencies
- Process and result orientation.
- Customer-centricity and relationship building.
- Basic computer knowledge.
- Good communication skills in English and regional language.
Desired Qualification and Experience
0-1.5 years of sales experience in insurance, mutual funds, CASA, investments, loans, or real estate.
Age: 20-25 years.
Must own a conveyance.
Good communication skills.
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