Assistant manager

from 1 to 6 year(s) of Experience
Delhi, Chandigarh, Karnal, Kurukshetra, Jalandhar, Ludhiana, Allahabad

Job Description

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

Sales

  • Focus on cross-sell & up-sell opportunity in allocated customers.
  • Ensure successful completion of licensing as per MLI standards

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
DESIRED QUALIFICATIONS AND EXPERIENCE:
  • 5 – 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
  • Minimum 6 months exposure to Life Insurance
  • Age Bracket: 25-30 years
  • Must own a conveyance

Salary: Not Disclosed by Recruiter

Industry:Insurance

Functional Area:Sales, Retail, Business Development

Role Category:Institutional Sales

Role:Sales/Business Development Manager

Key Skills

Desired Candidate Profile

Please refer to the Job description above

Company Profile

SKYWINGS ADVISORS PRIVATE LIMITED

Recruitment firm
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Contact Company:SKYWINGS ADVISORS PRIVATE LIMITED