Sales and Customer Relationship Builder

7 days ago

Chandigarh Kullu Manali, India beBeeCustomerRelationshipManager Full time ₹ 6,00,000 - ₹ 12,00,000
About the Role

As a customer service and sales professional, you will be responsible for building relationships with existing customers and driving revenue growth through effective communication and relationship management.

This is an excellent opportunity to join our team as a key player in delivering exceptional customer experiences and achieving business objectives.

You will work closely with our customer database to identify cross-selling and up-selling opportunities, provide financial planning assistance, and ensure successful completion of licensing requirements.

Key Responsibilities:
  • Establish and strengthen relationships with allocated customer base
  • Ensure retention of allocated Book of Relations (customer database)
  • Act as single point of contact for customers for any query/complaint
  • Identify financial goals of customers and provide financial planning assistance
  • Conduct competition analysis to provide professional advice to customers
  • Fix self-appointments daily from the given customer database
Sales Objectives:
  • Focusing on cross-sell & up-sell opportunities in allocated customers
  • Ensuring successful completion of licensing as per MLI standards
Measures of Success:
  • TAT adherence for updating System - CRM Next
  • Successful completion of cross-sell/ up-sell Business Goals month on month
  • Collection of payment/premium from 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
Requirements

We are looking for a motivated and experienced individual with:

  • Minimum 6 months exposure to Life Insurance
  • Age Bracket: 25-30 years
  • Must own a conveyance
Desired Qualifications and Experience:
  • Years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate
Knowledge/Skills/Abilities:
  • Process & Result orientation
  • Customer centricity & relationship building
  • Basic Computer Knowledge
  • Good communication skills- English and regional language

Please note that this role requires you to be equipped with Tablets for your work as we are progressing on the digitization journey of service and sales.

  • Relational Sales Expert

    1 week ago

    Kullu / Manali, Chandigarh, India beBeeRelationship Full time ₹ 5,00,000 - ₹ 10,00,000

    Customer Service and Sales Representative Job DescriptionWe are seeking a skilled Customer Service and Sales Representative to join our team. The ideal candidate will have excellent communication skills, be customer-centric, and possess a strong ability to build relationships.Key Responsibilities:Establish and strengthen relationships with allocated...

  • Customer Service and Sales Professional

    1 week ago

    Chandigarh, Kullu / Manali, Delhi NCR, India beBeeCustomerService Full time ₹ 1,04,000 - ₹ 1,30,878

    Customer Service and Sales ProfessionalWe are seeking a highly motivated Customer Service and Sales Professional to join our team. As an Assistant Manager in the Customer Advisory Team, you will be responsible for delivering exceptional customer service and driving sales growth through relationship building and cross-selling opportunities.Job DescriptionThe...

  • Customer Relationship Manager

    5 days ago

    Chandigarh, Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time ₹ 2,00,000 - ₹ 4,00,000 per year

    Job Title: Customer Relationship ManagerLocation: ChandigarhCompany: D.R. Shares & Stock Brokers PVT LTDJob Type: Full-Time | On-siteExperience: 1 – 2 Years (Banking/Finance Preferred)Job Overview:Are you currently in banking and looking for a dynamic shift into capital markets and client relationship management?We are seeking a Relationship Manager with a...

  • Customer Relationship Manager

    12 hours ago

    Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time

    Job Title: Customer Relationship ManagerLocation: ChandigarhCompany: D.R. Shares & Stock Brokers PVT LTDJob Type: Full-Time | On-siteExperience: 1 – 2 Years (Banking/Finance Preferred) Job Overview: Are you currently in banking and looking for a dynamic shift into capital markets and client relationship management? We are seeking a Relationship Manager...

  • Senior Strategic Partnership Manager

    2 weeks ago

    Kullu / Manali, India beBeeStrategic Full time ₹ 8,00,000 - ₹ 12,00,000

    Job Title: Key Agency Development ManagerKey Responsibilities:Develop and maintain strong strategic partnerships with key agencies, acting as the primary point of contact.Understand partners' goals, challenges, and needs to provide customized support and guidance.Conduct regular meetings, check-ins, and performance reviews with partners to assess progress...

  • Sales Executive

    2 days ago

    Chandigarh, Chandigarh, India Dream Consultancy Full time

    A Sales Executive in the glass industry is responsible for promoting and selling glass products and services, typically within a defined territory or to a specific customer segment. They work to achieve sales targets, build and maintain customer relationships, and contribute to the overall revenue growth of the company. Specific responsibilities might...

  • Customer Relationship Officer

    6 days ago

    Chandigarh, Chandigarh, India AVC Consultants Full time

    1. Build relationships with key employees among customers 2. Create plans to address clients’ business needs 3. Advise clients on creating profitable processes 4. Schedule regular meetings with customers to ensure they are satisfied 5. Act as point of contact for complaints and escalate issues as appropriate 6. Help sales team up-sell or cross-sell...

  • Customer Relationship Manager

    2 weeks ago

    Chandigarh, Chandigarh, India Speshally NHS Pvt Ltd Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Job Description: Relationship ManagerPosition Summary:We are seeking dynamic and target-oriented Relationship Managers to promote and sell vacation ownership memberships. The ideal candidate will have a strong background in sales, excellent communication skills in English, Hindi, and Punjabi, and the ability to build strong client relationships through...

  • Customer Relationship Manager

    2 weeks ago

    Chandigarh, Chandigarh, India TopWorker Skills Development Full time ₹ 1,00,000 - ₹ 3,50,000 per year

    Job Title: Customer Relationship ManagerCompany Name: TopWorkerLocation: ChandigarhSalary: INR 25, ,000 per month (plus attractive commission)Job Type: Full-TimeJob Description:TopWorker is seeking a dynamic and results-driven Field Sales Executive to join our esteemed team. The ideal candidate will play a crucial role in generating new business...

  • Customer Relationship Manager

    11 hours ago

    Chandigarh, India TopWorker Skills Development Full time

    Job Title: Customer Relationship Manager Company Name: TopWorker Location: Chandigarh Salary: INR 25, ,000 per month (plus attractive commission) Job Type: Full-Time Job Description: TopWorker is seeking a dynamic and results-driven Field Sales Executive to join our esteemed team. The ideal candidate will play a crucial role in generating new business...