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Job Description
Company: India's Leading Life Insurance Company
Designation: Financial Service Consultant (FSC)
Department: CAT- SPARC (Direct Channel)
*Location: (Enquiry Your Location)Call & WhatsApp: +91hidden_mobile
JOB SUMMARY
- 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
KNOWLEDGE / SKILLS / ABILITIES
Process && Result orientation
Customer centricity && relationship building
Basic Computer Knowledge.
Good communication skills- English and regional language
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Apply Soon| Apply Soon|Apply Soon |Apply Soon
#If you are interested, Send Your Updated Resume/CV onWhatsApp Soon.
WhatsApp Number:+91hidden_mobile
OR
Email: hidden_email
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Kind Regards,
Mamun Hossain | Talent Acquisition Manager | Human Resource | The Hr Friend Consultancy Services!
Mobile: +91 hidden_mobile|Email: hidden_email
"NeverGive Up"
Employement Category:
Employement Type: Full time
Industry: Insurance
Role Category: Sales / BD
Functional Area: Not Applicable
Role/Responsibilies: Financial Service Consultant (sparc-cat)
The H R Friend