Customer Advisory Team- Am/dm - Coimbatore, India - Ontrack HR Services Private Limited

Ontrack HR Services Private Limited

Verified Company

Coimbatore, India

3 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be

provided by company.

KEY RESPONSIBILITIES
Service 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 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 - 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