Sales Officer, Assistant Manager, Deputy Manager

4 days ago


Delhi Moradabad NCR Patna, India Axis Max Life Insurance Full time ₹ 9,00,000 - ₹ 12,00,000 per year

JOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company.KEY RESPONSIBILITIESDrive Revenue through Cross sell / Up sellFocus on cross-sell & up-sell opportunity in every lead allocated from HO teamDrive productivity measures like lead to conversion ratio.Exceed month on month revenue target & collection targetCompetition Analysis for giving professional advice to customerFix self-appointments every day from the given customer database as per the campaignCustomer Service/Retention through relationship managementTimely & 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 SUCCESSTAT adherence for updating System - CSGSuccessful completion of cross-sell/ up-sell Business Goals month on monthCollection of payment/premium from days' due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets45 unique customer meetings in a monthMore than 90% attendance (of total working days)Successfully score >=80% in the Functional Trainings impartedDESIRED QUALIFICATIONS AND EXPERIENCEGraduate with 1 - 3 years' experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Minimum 6 months' exposure to Life InsuranceAge Bracket: 25-32 yearsMust own a conveyanceKNOWLEDGE / SKILLS / ABILITIESProcess & Result orientationCustomer centricity & relationship buildingBasic Computer Knowledge.Good communication skills- English and regional language


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