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Job Description
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
Employement Category:
Employement Type: Full time
Industry: BFSI
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Deputy Manager
DigitalIndian Business
