Deputy Manager - HR at Max Life Insurance Co Ltd
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Max Life Insurance - Executive - Field Sales (1-1 yrs)
Job Summary :
- Direct customer service and sales to existing MLI customers through relationship building.
- Customer leads will be provided by company.
- 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.
Key Responsibilities :
- 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
