AM/DM/Senior Officer

Role & 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.

Preferred candidate profile

• 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

Perks and benefits