Financial Service Consultant

Customer Service / Retention through relationship management

• Timely effectively resolve service requests of customers.
• Drive renewal collection on allocated base.
• Ensure retention of his / her allocated Book of Relations (existing customer database).
• Establishing and strengthening relationship with the allocated customer base.
• Identify financial goals of customers and providing financial planning assistance.

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

KNOWLEDGE / SKILLS / ABILITIES

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

Skills Required

Relationship Management, sales conversion , Financial Planning, Customer Retention