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Customer Sale Officer

1.00 to 5.00 Years   Mumbai City   08 Aug, 2020
PRERANA EDUCATIONAL INSTITUTION & CONSULTANCY
Job LocationMumbai City
EducationNot Mentioned
SalaryRs 2.5 - 3.5 Lakh/Yr
IndustryInsurance
Functional AreaField Sales Executive,Sales / BD
EmploymentTypeFull-time

Job Description

KEY RESPONSIBILITIES:A. Cross sell / Up sell

  • Work on every lead allocated from HO team
  • Identify financial goals of customers and provide financial planning assistance.
  • Pitch products as per need of the customer
  • Convert leads into new sale.
B. Customer Service/Retention through relationship management
  • Establishing and strengthening relationship with allocated customer base
  • Collection of due premium from customers
  • Collection of additional document requirement related to reinstatement
  • Generate interest of the customer to buy another product post providing proper service.
C. Execution measures:
  • Collection of due premium as per target.
  • Service resolution percentage/TAT
  • Meet cross sell/up sell business targets
  • Customer satisfaction score
D. Key competencies/skills required:
  • Building relationships ability to influence customers
  • Building collaboration
  • Detail-oriented
  • Customer centrality.

Keyskills :
tfsaclient relationship managementclient handlingcollege savings plansincome protectiongoal analysisplanningcollaborationrelationship managementsaving for educationsep irastrengtheningfinancial servicesmanagementfinancial planninglifestyle

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