Front Line Sales

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 days due policies
• Complaint Resolution /Customer satisfaction
• Achievement of Retention Targets
• > 45 unique customer meetings in a month