Job Description

Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company.

 

 

KEY RESPONSIBILITIES

 

Drive Revenue through Cross sell / Up sell

· Focus on cross-sell & up-sell opportunity in every lead allocated from HO team

· Drive productivity measures like lead to conversion ratio.

· Exceed month on month revenue target & collection target

· Competition Analysis for giving professional advice to customer

· Fix self-appointments every day from the given customer database as per the campaign

 

Customer Service/Retention through relationship management

· Timely & 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 SUCCESS

 

· TAT adherence for updating System - CSG

· Successful completion of cross-sell/ up-sell Business Goals month on month

· Collection of payment/premium from 91-180 days’ 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