Designation Client Relationship Executive / Officer ( No Field Job)
Qualification Graduation/ MBA
To meet incoming venue clients and analyze their financial planning needs.
To present financial product presentation to clients based on their requirement and suggest best product and convince client on same.
To collect policy related documents and cheque from clients and submitt same to venue incharge.
To devlop and maintain good relationship with Clients and provide best services after sales i.e. claim settlement etc.
To cross sell and upsell financial products to existing customer.
Client Care Executive / Officer ( Out Bound) No field Job, No Sales Job
Qualification Graduation / MBA
To generate leads by making outbound calls
To manage leads properly i.e. all hot leads generated for insurance center and direct calls shall be passed on to the venue manager and follow up regularly until the conversion.
To generate MIS as to number of leads generated, appointment and conversions.
To inform prospective clients about our company and the presentation program.
Good communication skill
Marketing Executive / Officer (Filed Job )
Qualification Graduation ,MBA
(for Boys :Bike *)
To conduct various below the line activities for lead generation( like petrol pump activity, School drawing compedition door to door activity etc
To meet clients and convince them to fill company coupons as per company pitch
Enter generated lead in to the online data base of company
Share lead generated MIS with survey supervisor on daily basis.
