AM/Senior Officer/DM

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