JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).
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KEY RESPONSIBILITIES
Service through relationship management Establishing and strengthening relationship with the allocated customer base.
Ensure retention of in his/her allocated book of relations (existing customer database).
Act as single point of contact for customers for any customer query/complaint.
Identify financial goals of customers and providing financial planning assistance.
Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Team Development (Subject to assessment)
Sales
Focus on cross-sell & up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards.
Females Candidates Only
Desired qualification and experience
2.5- 3.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 25-30 years.
Must own a conveyance Must own or buy a TAB
WhatsApp: hidden_mobile
Keyskills: insurance business development sales