Assistant Manager
- Aurangabad, Maharashtra
- Permanent
- Full-time
- Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of his/her allocated” Book of Relations” (existing customer database).
- Act as single point of contact for customers for any customer walk-in/query/complaint.
- Identify financial goals of customers and providing financial planning assistance.
- Competition Analysis for giving professional advice to customer
- Fix self-appointments every day from the given customer database as per the campaign
- Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins
- TAT adherence for updating System - CSG
- 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
- Successfully score
- Graduate with 1 - 3 years' experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months' exposure to Life Insurance
- Age Bracket: 25-32 years
- Must own a conveyance
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
- Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of his/her allocated” Book of Relations” (existing customer database).
- Act as single point of contact for customers for any customer walk-in/query/complaint.
- Identify financial goals of customers and providing financial planning assistance.
- Competition Analysis for giving professional advice to customer
- Fix self-appointments every day from the given customer database as per the campaign
- Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins
- TAT adherence for updating System - CSG
- 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
- Successfully score
- Graduate with 1 - 3 years' experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months' exposure to Life Insurance
- Age Bracket: 25-32 years
- Must own a conveyance
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language