Offres d'emploi à distance et à domicile à ludhiana ∙ Page 1

S2S JD & Structure  

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 91-180 day 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 conveyance 

KNOWLEDGE / SKILLS / ABILITIES 

• Process & Result orientation 
• Customer centricity & relationship building 
• Basic Computer Knowledge. 
• Good communication skills- English and regional language 

S2S JD & Structure  

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 91-180 day 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 conveyance 

KNOWLEDGE / SKILLS / ABILITIES 

• Process & Result orientation 
• Customer centricity & relationship building 
• Basic Computer Knowledge. 
• Good communication skills- English and regional language