Founder at Alpha HR
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Consultant - Sales - Financial Service (1-3 yrs)
Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company.
KEY RESPONSIBILITIES
Drive Revenue through Cross sell / Up sell
- Focus on cross-sell & up-sell opportunity in every lead allocated from HO team
- Drive productivity measures like lead to conversion ratio.
- Exceed month on month revenue target & collection target
- Competition Analysis for giving professional advice to customer
- Fix self-appointments every day from the given customer database as per the campaign
- 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
- Age Bracket: 25-32 years
- Must own a conveyance
KNOWLEDGE / SKILLS / ABILITIES
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
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