Deputy Manager
Year Chennai, Tamil Nadu, India
Job Description
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\xe2\x80\x9d Book of Relations\xe2\x80\x9d (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
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
KEY RESPONSIBILITIES
Service through relationship management
- Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of his/her allocated\xe2\x80\x9d Book of Relations\xe2\x80\x9d (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
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
Beware of fraud agents! do not pay money to get a job
MNCJobsIndia.com will not be responsible for any payment made to a third-party. All Terms of Use are applicable.
Related Jobs
-
Deputy Manager
Kanpur (Uttar Pradesh), Lucknow (Uttar Pradesh), Mathura (Uttar Pradesh), Meerut (Uttar Pradesh), Mo -
Deputy Manager IFA | Leading Mutual Fund Manali
Manali (Himachal Pradesh), Ludhiana (Punjab), Lucknow (Uttar Pradesh) -
Deputy Manager
Alwar (Rajasthan), Bikaner (Rajasthan), Jaipur (Rajasthan), Jaisalmer (Rajasthan), Jodhpur (Rajastha -
Deputy Manager
Shillong (Meghalaya), Aizawal (Mizoram), Dimapur (Nagaland), Kohima (Nagaland), Bhubaneshwar (Orissa
Job Detail
-
Job IdJD3078759
-
IndustryNot mentioned
-
Total Positions1
-
Job Type:Full Time
-
Salary:Not mentioned
-
Employment StatusPermanent
-
Job LocationChennai, Tamil Nadu, India
-
EducationNot mentioned
-
ExperienceYear