We are an honest life insurance company, committed to doing what is right. ,We serve our customers through Long-Term Savings, Protection, and Retirement Solutions, delivered by our High-Quality Agency and Multi-Channel Distribution Partners.

we envision being the most admired life insurance company in India by securing the financial future of our customers.

JOB SUMMARY

Direct customer service and sales to existing customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).

KEY RESPONSIBILITIES

Service through relationship management
· Establishing and strengthening relationship with the allocated customer base.
· Ensure retention of in his/her allocated ”Book of Relations” (existing customer database).
· Act as single point of contact for customers for any customer query/complaint.
· Identify financial goals of customers and providing financial planning assistance.




· Competition Analysis for giving qualified advice to customer
· Fix self appointments everyday from the given customer database as per the campaign

Sales
· Focus on cross-sell & up-sell opportunity in allocated customers.
· Ensure successful completion of licensing as per MLI standards

MEASURES OF SUCCESS

· TAT adherence for updating System - CRM Next
· 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

📌 Assistant Manager (New Delhi)
🏢 Amrit Consultancy
📍 New Delhi