Senior Officer for Life insurance ( Direct Sales ) at Nahur, Mumbai

Job Description:

Desired qualification and experience:

• 0 – 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
• Age Bracket: 20-25 years
• Must own a conveyance
• Good communication skills

KEY RESPONSIBILITIES:

• Service through relationship management
• Establishing and strengthening relationship with the allocated customer base.
• Ensure retention of customers 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 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

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

Key Relationships (Internal /External):

• Internal – HR/Trainers/Supervisors/Peers
• External- Customers

Key competencies/skills required:

• Process & Result orientation
• Customer centricity & relationship building
• Basic Computer Knowledge.
• Good communication skills- English and regional language