CRM,Deputy Manager-PSF Channel
2 days ago
PNB Met Life insurance co,ltd
Designation- RM,CRM,Deputy Manager
CTC-5-7.5 LPA
Key responsibilities
- Customer acquisition: Generate leads through various channels, including company-provided data, referrals, and personal networks. Conduct sales calls and meetings with potential customers.
- Needs analysis: Understand each client's financial situation, goals, and needs to recommend the most suitable life insurance products.
- Product knowledge: Maintain a deep and up-to-date understanding of the company's life insurance products and services, including their features, benefits, and terms and conditions.
- Sales target achievement: Meet or exceed monthly, quarterly, and annual sales targets for new business and premium revenue.
- Customer relationship management: Build and maintain strong, long-term relationships with clients to ensure customer satisfaction, policy retention, and cross-selling opportunities.
- After-sales service: Assist customers with policy-related inquiries, renewals, and claims processing. Address any concerns or issues promptly to ensure a high level of customer service.
- Ethical conduct: Exercise due diligence to prevent fraudulent transactions and ensure all sales practices comply with company standards and regulatory guidelines.
- Reporting: Track sales activities, analyze business results, and provide regular reports to management.
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