Deputy Manager

2 days ago

Ludhiana, Punjab, India maxlifeins Full time ₹ 4,50,000 - ₹ 9,50,000 per year

S2S JD & Structure  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  Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins 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 day 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  S2S JD & Structure  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  Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins 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 day 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 

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