
Sales and Relationship Building Manager
3 days ago
As a Sales and Relationship Building professional, you will be responsible for directly managing customer service and sales to existing customers through relationship building. A comprehensive customer database will be provided by the organization.
- Establish strong relationships with the allocated customer base.
- Ensure retention of customers in their allocated database.
- Act as the primary point of contact for customers for any query or complaint.
- Identify customers' financial goals and provide financial planning assistance.
- Provide professional advice to customers based on competition analysis.
Sales Focus:
- Explore cross-sell & up-sell opportunities in allocated customers.
- Ensure successful completion of licensing as per organizational standards.
- Timely updates in CRM Next system.
- Successful completion of business goals month on month.
- Collection of payments/premium from due policies.
- Complaint Resolution & Customer Satisfaction.
- Achievement of Retention Targets.
- Conduct > 45 unique customer meetings in a month.
- Attend more than 90% of total working days.
- Successfully score >=80% in functional trainings.
- Minimum years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate products.
- Minimum 6 months exposure to Life Insurance.
- Age Bracket 25-30 years.
- Must own a vehicle.
- Process and result orientation.
- Customer centricity and relationship building.
- Basic computer knowledge.
- Good communication skills in English and regional languages.
Industry: Insurance
Department: Sales and Business Development
Employment Type: Full Time, Permanent
Category: Retail and B2C Sales
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