Max Life Insurance - Executive - Field Sales (1-1 yrs) Delhi NCR (BFSI Sales)
Max life insurance co ltd
Delhi
Permanent
Full-time
2 months ago
Job Summary : - Direct customer service and sales to existing MLI customers through relationship building. - Customer leads will be provided by company.- Drive Revenue through Cross sell/Up sell- Focus on cross-sell & up-sell opportunity in every lead allocated from HO team- Drive productivity measures like lead to conversion ratio.Key Responsibilities :- Exceed month on month revenue target & collection target - Competition Analysis for giving professional advice to customer - Fix self-appointments every day from the given customer database as per the campaign - Customer Service/Retention through relationship management- Timely & effectively resolve service requests of customers.- Drive renewal collection on allocated base.- Ensure retention of his/her allocated" Book of Relations" (existing customer database).- Establishing and strengthening relationship with the allocated customer base.- Identify financial goals of customers and providing financial planning assistance.Measures Of Success :- 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- > 45 unique customer meetings in a month- More than 90% attendance (of total working days)- Successfully score >=80% in the Functional Trainings imparted Desired Qualifications And Experience :- 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 conveyanceKnowledge/Skills/Abilities :- Process & Result orientation- Customer centricity & relationship building- Basic Computer Knowledge.- Good communication skills- English and regional language (ref:updazz.com)