Financial Service Consultant - #957098

Max Financial Services


Date: 1 week ago
City: Ranchi, Jharkhand
Contract type: Full time
CAT PRIORITY SPARC - JD
JOB SUMMARY

Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company.

KEY RESPONSIBILITIES

Drive Revenue through Cross sell / Up sell

  • 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 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 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

CAT PRIORITY SPARC - JD
JOB SUMMARY

Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company.

KEY RESPONSIBILITIES

Drive Revenue through Cross sell / Up sell

  • 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 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 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

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