Customer Sales Officer in Leading Life
- Ontrack HR services
- 1 - 5 years
- Chennai
- 5 years ago
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Job Description
JOB SUMMARY
- SPARC is a new initiative aimed at leveraging service touch points with existing customers to generate new sales. We currently have a service-to-sales (S2S) model in place for walk-in customers at our branches.
This position will be responsible for customer service, retention and sales to existing MLI customers through relationship building.
A.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
- Resolve simple and easy service request of customers.
- 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.
B.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.
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 - ability to influence customers
- Building collaboration
- Detail-oriented
- Customer centricity.
Internal :Head of SPARC, Field Ops, Training, HR
External:Customers
Job Classification
Industry: InsuranceFunctional Area: Sales, Retail, Business Development,
Role Category: Retail Sales
Role: Retail Sales
Employement Type: Walk-ins
Education
Under Graduation: Any Graduate in Any SpecializationPost Graduation: Any Postgraduate in Any Specialization, Post Graduation Not Required
Doctorate: Any Doctorate in Any Specialization, Doctorate Not Required
Contact Details:
Company: Ontrack HR services Pvt LtdLocation(s): Chennai
Keyskills: Customer Service Sales Life Insurance Calling Relationship Building
Ontrack HR services
At Ontrack, with unwavering focus on quality and consistency, we offer our clients comprehensive recruitment services. In the present dynamic corporate scenario, we constantly upgrade our skill set to not only meet the increasing demand for right talent but also put in all effort to ably match the p...
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