Career Opportunities in Customer Service and Relationship Building

5 days ago


Aurangabad, Maharashtra, India beBeeFinancial Full time ₹ 6,00,000 - ₹ 12,00,000
Assistant Manager Job Opportunity

We are seeking a seasoned professional to fill the role of Assistant Manager. This position involves direct customer service and sales through relationship building.

Main Responsibilities:
  • Customer Service and Sales:
    • To establish and strengthen relationships with assigned customers, ensuring their retention and satisfaction.
    • Identify financial goals of customers and provide personalized financial planning assistance.
    • Conduct daily self-appointments from the given customer database based on campaigns.
  • Sales Focus:
    • Focusing on cross-sell and up-sell opportunities in allocated customers and walk-ins.
Performance Metrics:
  • 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 per month.
  • More than 90% attendance (of total working days).
  • Successfully scoring =80% in Functional Trainings imparted.
Required 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.
Key Skills and Abilities:
  • Process and result orientation.
  • Customer-centricity and relationship building.
  • Basic computer knowledge.
  • Good communication skills in English and regional languages.


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