Senior Officer For Life Insurance ( Direct Sales ) At Nahur, Mumbai

Year    Mumbai, Maharashtra, India
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Job Description


Desired qualification and experience:

  • 0 \xe2\x80\x93 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
  • Age Bracket: 20-25 years
  • Must own a conveyance
  • Good communication skills
KEY RESPONSIBILITIES:
  • Service through relationship management
  • Establishing and strengthening relationship with the allocated customer base.
  • Ensure retention of customers in his/her allocated \xe2\x80\x9cBook of Relations\xe2\x80\x9d (existing customer database).
  • Act as single point of contact for customers for any customer query/complaint.
  • Identify financial goals of customers and providing financial planning assistance.
  • Competition Analysis for giving professional advice to customer
  • Fix self appointments everyday from the given customer database as per the campaign Sales
  • Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing
Measures of Success:
  • TAT adherence for updating System - CRM Next
  • 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
Key Relationships (Internal /External):
  • Internal \xe2\x80\x93 HR/Trainers/Supervisors/Peers
  • External- Customers
Key competencies/skills required:
  • Process & Result orientation
  • Customer centricity & relationship building
  • Basic Computer Knowledge.
  • Good communication skills- English and regional language

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Job Detail

  • Job Id
    JD3238017
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Mumbai, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year
 
 
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