Sales and Customer Support Professional

2 days ago


Bengaluru, Karnataka, India beBeeCustomerService Full time ₹ 50,00,000 - ₹ 75,00,000
Customer Service and Sales Manager

The role of a Customer Service and Sales Manager involves providing exceptional customer service and sales support to existing customers.

  • Establish relationships with the allocated customer base and ensure retention of the Book of Relations (existing customer database).
  • Act as the single point of contact for customers for any query or complaint.
  • Identify financial goals of customers and provide financial planning assistance.
  • Conduct competition analysis to give professional advice to customers.
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 91-180 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:
  • At least 1.5 - 2 years of experience in sales of Insurance, Mutual Fund, CASA, Investments, Loans, Real Estate.
  • Minimum 6 months exposure to Life Insurance.
  • Age Bracket 25-30 years.
  • Must own a conveyance.
Skills and Qualifications:
  • Process and result orientation.
  • Customer centricity and relationship building.
  • Basic Computer Knowledge.
  • Good communication skills - English and regional language.


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