Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).
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 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.
- 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
Desired Qualifications and Experience
- 1.5 - 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months exposure to Life Insurance
- Age Bracket: 22-30 years
Knowledge / Skills / Abilities
- Process Result orientation
- Customer centricity relationship building
- Basic Computer Knowledge.
- Valuable communication skills- English and regional language
- Relationship building
Disclaimer: This job posting and Location has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
📌 Sr Officer - CAT - Loyalty (Bhubaneswar)
🏢 Axis Max Life Insurance
📍 Bhubaneswar
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