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Direct Channel Loyality and Branch Sales in leading Life Insurance Company

1.00 to 6.00 Years   Meerut   24 May, 2024
DEESHAN IDEAL SOLUTIONS PRIVATE LIMITED
Job LocationMeerut
EducationNot Mentioned
SalaryRs 2.5 - 6 Lakh/Yr
IndustryBFSI
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Direct Channel Loyality and Branch Sales in leading Life Insurance CompanyJOB SUMMARY:Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will beprovided by company (called the Book of Relations- BoR).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 Company standards.
    DESIRED QUALIFICATIONS AND EXPERIENCE:Relationship Manager
    • 1 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans.
    • Minimum 6 months exposure to Life Insurance.
    • Age Bracket: 24-38 years.
    • Must own a conveyance.
    KNOWLEDGE / SKILLS / ABILITIES:
    • Process & Result orientation
    • Customer centricity && relationship building
    • Basic Computer Knowledge.
    • Good communication skills- Hindi, English and regional language

Keyskills :
bfsi salescustomer relationship

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