HR executive at QUATRRO Global Services Private Limited
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Customer Sales Officer - Life Insurance (1-5 yrs)
Max Life Insurance - Direct Channel
Life Insurance Experience Required
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 the relationship with the allocated customer base
- Collection of due premium from customers
- Collection of additional document requirement related to reinstatement
- Generate interest of the customer to buy another product post providing proper service.
Measures of Success :
Execution measures :
- Collection of due premium as per target.
- Service resolution percentage/TAT
- Meet cross sell/up sell business targets
- Customer satisfaction score
Key competencies/skills required :
- Building relationships
- The ability to influence customers
- Building collaboration
- Detail-oriented
- Customer centricity.
Key Relationships Management (Internal /External) :
Internal : Head of SPARC, Field Ops, Training, HR
External : Customers
Desired qualification and experience :
- Graduate in Management
- Must have a minimum of 1+ years experience.
- Experience in managing the customer relationship
- Knowledge of Insurance sales and related processes
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