
Assistant Manager
2 days ago
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.
KEY RESPONSIBILITIES Service through relationship management- Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of his/her allocated "Book of Relations" (existing customer database).
- Act as single point of contact for customers for any customer walk-in/query/complaint.
- Identify financial goals of customers and providing financial planning assistance.
- Competition Analysis for giving professional advice to customer.
- Fix self-appointments every day from the given customer database as per the campaign.
- Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins.
- TAT adherence for updating System - CSG.
- 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 PERCENT attendance (of total working days).
- Successfully score >=80 PERCENT in the Functional Trainings imparted.
- 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.
- Process & Result orientation.
- Customer centricity & relationship building.
- Basic Computer Knowledge.
- Good communication skills - English and regional language.
Ghaziabad, UP, IN
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