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  • Financial Service Consultant - Delhi - confidential

    confidential
    confidential Delhi

    1 week ago

    Full time ₹250,000 - ₹750,000 (INR) per year *
    Description
    • Focus on cross-sell up-sell opportunity in every lead allocated from HO team
    • Drive productivity measures like lead to conversion ratio.
    • 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 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

    KNOWLEDGE / SKILLS / ABILITIES

    • Process Result orientation
    • Customer centricity relationship building
    • Basic Computer Knowledge.
    • Good communication skills- English and regional language
    * This salary range is an estimation made by beBee
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