Ambala, Karnal, Kangra, Mandi, Shimla, Srinagar, Bathinda, Ludhiana, Pathankot, Meerut
KEY RESPONSIBILITIES :
A. Cross sell / Up sell
- Work on every lead allocated from HO team
- Identify financial goals of customers and provide financial planning assistance.
- Pitch products as per need of the customer
- Convert leads into new sale.
B. Customer Service/Retention through relationship management
- Establishing and strengthening relationship with allocated customer base
- Collection of due premium from customers
- Collection of additional document requirement related to reinstatement
- Receive and log complex service request of customers in system.
- Provide appropriate advice to customers to continue existing policies.
- Generate interest of the customer to buy another product post providing proper service.
Desired qualification and experience :
- Graduate in Management
- Must have a minimum of 1+ years experience.
- Experience in managing customer relationship
- Knowledge of Insurance sales and related processes
|Experience||1 - 7 Years|
|Salary||1 Lac 50 Thousand To 3 Lac 50 Thousand P.A.|
|Industry||Financial Services / Banking, Investments / Insurance / stock market / Loan|
|Qualification||Other Bachelor Degree|
|Key Skills||Financial Advisor financial consultant|
|Contact Person||assured job|