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Financial Service Consultant (sparc-cat)
Location:
IN-Multi-City, India
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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

************************************************************************************

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

***************************************************************************

--
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

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or email this job to apply later


 
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