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Relationship Officer

0.00 to 5.00 Years   Pune   31 Mar, 2020
Team Ideal Private Limited
Job LocationPune
EducationNot Mentioned
SalaryRs 1.0 - 4.0 Lakh/Yr
IndustryBanking / Financial Services
Functional AreaInvestment Banking / M&ASales / BD
EmploymentTypeFull-time

Job Description

Job Free of cost IN BFSI.KEY RESPONSIBILITIES

  1. 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
  • Resolve simple and easy service request of customers.
  • Receive and log complex service request of customers in system.
  • Provide appropriate advice to customers to continue existing policies.
  • Generate interest of the customer to buy another product post providing proper service.
  1. 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.
Measures of SuccessExecution measures
  • Collection of due premium as per target.
  • Service resolution percentage/TAT
  • Meet cross sell/up sell business targets
  • Customer satisfaction score
Key competencies/skills required
  • Building relationships ability to influence customers
  • Building collaboration
  • Detail-oriented
  • Customer centricity.
Key Relationships Management (Internal /External)Internal :Head of SPARC, Field Ops, Training, HRExternal:CustomersDesired qualification and experience
  • Graduate in Management
  • Must have a minimum of 1+ years experience.
  • Experience in managing customer relationship
  • Knowledge of Insurance sales and related processes.
Interested mail cv at indialetsskill@gmail.com

Keyskills :
businessplanning strengtheningcollaboration guaranteed lifetime incomefinancial planning customer relationshipinsurance sales

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