Financial Service Client

2 weeks ago

Delhi, India Looper Development Services Private Limited Full time

**KEY RESPONSIBILITIES**

**Drive Revenue through Cross sell / Up sell**
- Focus on cross-sell & up-sell opportunity in every lead allocated from HO team
- Drive productivity measures like lead to conversion ratio.
- Exceed month on month revenue target & collection target
- Competition Analysis for giving professional advice to customer
- Fix self-appointments every day from the given customer database as per the campaign

**Customer Service/Retention through relationship management**
- Timely & effectively resolve service requests of customers.
- Drive renewal collection on allocated base.
- Ensure retention of his/her allocated” Book of Relations” (existing customer database).
- Establishing and strengthening relationship with the allocated customer base.
- Identify financial goals of customers and providing financial planning assistance.

**MEASURES OF SUCCESS**
- 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 in a month
- More than 90% attendance (of total working days)
- Successfully score >=80% in the Functional Trainings imparted

**DESIRED 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

**KNOWLEDGE / SKILLS / ABILITIES**
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills
- English and regional language

**Salary**: Up to ₹450,000.00 per year

**Benefits**:

- Health insurance

Schedule:

- Day shift

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- Delhi, Delhi: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

- Are You Comfortable With The Budget Range ?
- What is Your Current/Last CTC ?

**Experience**:

- Insurance sales: 1 year (required)
- Mutual funds: 1 year (preferred)
- CASA: 1 year (preferred)
- Real estate sales: 1 year (preferred)

**Speak with the employer**
+91 8630207696

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