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Field sales-Elite channel
2 weeks ago
Position: S0/ AM/ DM
Department : Direct Sales Force
Function: CAT-Elite
Reporting to: Branch Relationship Manager
Band: 5/5A/5B
Job Summary:
Is responsible for generating revenue by focusing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele.
Key Responsibilities:
Maintain Customer Relationship
- Build sustainable relationships and trust with customer via open and interactive communication
- Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan
- Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.)
- Perform annual protection review calls as per the timelines
Campaign Calling
- Perform Segmented product based campaigns including GLIP, SWP, FWP and others
Perform Service Request Calls
- Keep records of customer interactions and ensuring timely processing of client service request
- Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
- Provide accurate, valid and complete information by using the right methods/tools
- Ensuring business hygiene by controlling vectors like 13th month persistency, incident rate and free-looking etc.
