Dear Aspirants,

Greetings of the day!!!!

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
 Must own a conveyance

KNOWLEDGE / SKILLS / ABILITIES
 Process & Result orientation
 Customer centricity & relationship building
 Basic Computer Knowledge.
 Good communication skills- English and regional language

Role : Financial Sales Consultant

Industry : Insurance

Functional Area : Sales

Qualification : Bachelor's degree

Notice : Max 15 Days

Number Of Position : 50

Age Criteria : 25 - 32

Interview Type : Virtual

Job Closed Or Expire : 2023-07-31

Required Skills

Life Insurance Sale Relationship Building Loan Investment Casa Sale Mutual Fund Sale Up-sell Cross-Sell Insurance Sales