Job Description

S2S JD
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 91-180 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 structure
Zonal Manager
Territory Manager
Branch Manager
Zone BRM Name Zonal Manager Territory Manager
North Lokesh Singh Chauhan- Delhi NCR Kapil Satija Neeraj Kumar
Sameer Kumar- Ghaziabad & Delhi NCR
Rishi Mishra- Gurgaon & Ambala
Harvinder- Chandigarh, Jammu and Sri Nagar
Sorav Dhawan- Some of Punjab
Total
West Saiyed Mohhammed Mohsin- Surat, Baroda and Vapi Pawan Sapru Lal Singh
Bhumi Rathod- Ahmedabad and Rajkot
Rekha Yadav- Mumbai
Manjuladas- Mumbai
Total
South Salma H- Bangalore T Selvam Duryodhan
Parthiban P R-Chennai region
Prabaharan K- Coimbartore
Sampath Kumar Chemay- Hyderabad
Total
East Rupesh Singh- Lucknow Dibyajyoti Imran khan
Sunil Kumar upadhyay- Allahabad, Moradabad and Bareilly
Raghav Sharma-Agra and Dehradun
Sachhidananda Sahu- Guwahati, Bhubaneshwar and Jamshedpur
Sumana Ghosh- Kolkata,Bardhman
Total
Central Rajesh Singh Tanwar- Jaipur Bharat Pritam Chawla Prashant
Saurabh Deora- Jodhpur, Kota and Jodhpur
Vaishali Bhuptani- raipur, Gwalior, Indore, Ujjain
Rina Agarwal- Pune
TBH, Pune
Safina Khan- Goa
Total
Positions to be hire:
Assistant Manager: 2.0-3.0L (Min wage compliance)
06 month insurance exposure
Deputy Manager: 3.0- 4.0L
2-3 years of Insurance exposure
Senior Officer : Fresher ( As per min wage)
2.0L or either Min wage
Relationship Manager:4.0 -5.0L
More than 3 years in direct channel
Sr Relationship Manager: On exceptional Approval
S2S JD
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 91-180 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 structure
Zonal Manager
Territory Manager
Branch Manager
Zone BRM Name Zonal Manager Territory Manager
North Lokesh Singh Chauhan- Delhi NCR Kapil Satija Neeraj Kumar
Sameer Kumar- Ghaziabad & Delhi NCR
Rishi Mishra- Gurgaon & Ambala
Harvinder- Chandigarh, Jammu and Sri Nagar
Sorav Dhawan- Some of Punjab
Total
West Saiyed Mohhammed Mohsin- Surat, Baroda and Vapi Pawan Sapru Lal Singh
Bhumi Rathod- Ahmedabad and Rajkot
Rekha Yadav- Mumbai
Manjuladas- Mumbai
Total
South Salma H- Bangalore T Selvam Duryodhan
Parthiban P R-Chennai region
Prabaharan K- Coimbartore
Sampath Kumar Chemay- Hyderabad
Total
East Rupesh Singh- Lucknow Dibyajyoti Imran khan
Sunil Kumar upadhyay- Allahabad, Moradabad and Bareilly
Raghav Sharma-Agra and Dehradun
Sachhidananda Sahu- Guwahati, Bhubaneshwar and Jamshedpur
Sumana Ghosh- Kolkata,Bardhman
Total
Central Rajesh Singh Tanwar- Jaipur Bharat Pritam Chawla Prashant
Saurabh Deora- Jodhpur, Kota and Jodhpur
Vaishali Bhuptani- raipur, Gwalior, Indore, Ujjain
Rina Agarwal- Pune
TBH, Pune
Safina Khan- Goa
Total
Positions to be hire:
Assistant Manager: 2.0-3.0L (Min wage compliance)
06 month insurance exposure
Deputy Manager: 3.0- 4.0L
2-3 years of Insurance exposure
Senior Officer : Fresher ( As per min wage)
2.0L or either Min wage
Relationship Manager:4.0 -5.0L
More than 3 years in direct channel
Sr Relationship Manager: On exceptional Approval