Financial Service Consultant

Max Life Insurance

Amritsar, Punjab
Permanent
Full-time

12 days ago

JOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.KEY RESPONSIBILITIESService through relationship management

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

Sales

Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins

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 impartedDESIRED 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 conveyance

KNOWLEDGE / SKILLS / ABILITIES

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