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- 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
- 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.
- 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
- Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months exposure to Life Insurance
- Process Result orientation
- Customer centricity relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
Financial Service Consultant - Delhi - confidential
Description
Customer Service/Retention through relationship management
MEASURES OF SUCCESS
DESIRED QUALIFICATIONS AND EXPERIENCE
KNOWLEDGE / SKILLS / ABILITIES
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Financial Services Consultant
Only for registered members New Delhi, Delhi
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Manager - Consulting Services
Only for registered members Delhi, NCR
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Consultant - Sales And Service
Only for registered members Delhi, NCR
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General Manager – Consulting Services
Only for registered members Greater Delhi Area
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Senior Consultant, Valuation Services
Full time confidential- Delhi
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Senior Consultant, Valuation Services
Only for registered members New Delhi, India
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Associate Consultant- Forensic Services
Full time Only for registered members Delhi
-
Associate Consultant- Forensic Services
Full time Only for registered members Delhi
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Financial Services Consultant
Only for registered members New Delhi
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Learning and Development Consultant- Sales and Service
upGrad Enterprise- Delhi
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International Travel Consultant and Customer Service For MNCs
Only for registered members Delhi, Gurugram, NCR, Noida
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Consultant - TAX - NAT - TAX - LAW - Regional Law Specialty Services
Only for registered members New Delhi
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Manager - Business Consulting PI - OTHSolution - CNS - BC - Marketing Sales & Service - New Delhi
Only for registered members Delhi
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Consultant - TAX - NAT - TAX - LAW - Regional Law Specialty Services - New Delhi
Only for registered members Delhi
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Consultant-Consulting-Professional Services Consulting
Only for registered members Noida, Uttar Pradesh, India
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Professional Service Consultant
Only for registered members Noida
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Consulting Services Specialist
Only for registered members Noida, Uttar Pradesh
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Services Consultant – NGFW
Only for registered members Noida
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Consulting Services Specialist
Only for registered members Noida
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Radiology and Imaging Services Consultant
Only for registered members Delhi
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GDC Head
Only for registered members New Delhi, Delhi