Senior Officer
- Axis Max Life
- 0 - 5 years
- Pimpri-Chinchwad
- 4 months ago
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Job Description
KEY RESPONSIBILITIES
Service through relationship management
- Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of customers 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
Sales
- Focus on cross-sell & up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standardsRole & responsibilities
Measures of Success
- TAT adherence for updating System - CRM Next
- 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
Key Relationships (Internal /External)
- Internal HR/Trainers/Supervisors/Peers
- External- Customers
Key competencies/skills required
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
Desired qualification and experience
- 0 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Age Bracket: 20-25 years
- Must own a conveyance
- Good communication skills
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: Life InsuranceRole: Insurance Sales / BD ManagerEmployement Type: Full timeContact Details:
Company: Axis Max LifeLocation(s): Pimpri-Chinchwad+ View Contact
Keyskills: Sales Life Insurance Direct Marketing Sales And Marketing Direct Channel Sales Insurance Sales
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