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 Description

We 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 customers
  • Ensure retention of allocated customer base
  • Act as 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 provide professional advice to customers
  • Fix self-appointments daily from the given customer database as per campaign

Sales Focus:

  • Focus on cross-sell and up-sell opportunities in allocated customers
  • Ensure successful completion of licensing as per 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

Desired Qualifications and Experience:

  • 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

Knowledge/Skills/Abilities:

  • Process and Result orientation
  • Customer centricity and relationship building
  • Basic Computer Knowledge
  • Good communication skills - English and regional language

Benefits:

This role is an exciting opportunity to work in a fast-paced environment and contribute to the growth and success of the company. If you are a motivated and customer-focused individual, we encourage you to apply for this position.

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