Relationship Manager @ DigitalIndian Business

Job Description

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

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

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Keyskills:   life insurance direct sales casa sales cross selling demat accounts loan sales