Assistant Manager
ConfidentialAhmednagar, India4 days ago
Job descriptionFocus on cross-sell & up-sell opportunity in allocated customers and walk-ins 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 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 Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language 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 Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins 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 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 Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language
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
MEASURES OF SUCCESS
DESIRED QUALIFICATIONS AND EXPERIENCE
KNOWLEDGE / SKILLS / ABILITIES
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
Sales
MEASURES OF SUCCESS
DESIRED QUALIFICATIONS AND EXPERIENCE
KNOWLEDGE / SKILLS / ABILITIES
Skills Required
Basic Computer Knowledge, Insurance, Real Estate, Mutual Fund, Life Insurance, Loans
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Assistant Manager • Ahmednagar, India
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