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Job Location | Kolkata |
Education | Not Mentioned |
Salary | Rs 1.0 - 4.5 Lakh/Yr |
Industry | Insurance |
Functional Area | Sales / BD |
EmploymentType | Full-time |
KEY RESPONSIBILITIESService through relationship management with the Channel partner Bank 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 campaignSales Focus on cross-sell & up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standardsMEASURES 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 impartedDESIRED QUALIFICATIONS AND EXPERIENCEAssistant Manager - Customer Advisory Team: 1 - 8years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket: 25-35 years Must own a conveyanceInterested Candidate send thier Cv on Pallavi@dreamzire.comOrCall 9278635135RegardsPallaviDreamzire Consultancy Pvt ltd
Keyskills :
salesplanningretentioninsurancelicensingltdbusinessanalysisbankingdatabasemarketingadherenceelationshipmanagementcustomerrelationscompetitionanalysisfinancialgoalslifeinsurancefinancialplanning