JOB SUMMARY

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

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

Role Category: Life Insurance

Role: Insurance Sales / BD Manager

Employment Type: Full Time, Permanent

Sales Officer, Deputy Manager, Assistant Manager