JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be
provided by company.
KEY RESPONSIBILITIES
Service through relationship management
 Establishing and strengthening relationship with the allocated customer base.
 Ensure retention of his/her allocated” Book of Relations” (existing customer database).
 Act as single point of contact for customers for any customer walk-in/query/complaint.
 Identify financial goals of customers and providing financial planning assistance.
 Competition Analysis for giving professional advice to customer
 Fix self-appointments every day from the given customer database as per the campaign
Sales
 Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins

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 : AM/ DM/ RM

Industry : Insurance

Functional Area : Sales

Qualification : Graduate

Notice : Max. 30 days

Number Of Position : 20

Age Criteria : 25 - 32

Interview Type : By Appointment

Job Closed Or Expire : 2023-05-30

Required Skills