Financial Service Consultant

• 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.

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
• More than 90% attendance (of total working days)
• Successfully score >=80% in the Functional Trainings imparted

DESIRED QUALIFICATIONS AND EXPERIENCE

• Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
• Minimum 6 months exposure to Life Insurance

KNOWLEDGE / SKILLS / ABILITIES

• Process Result orientation
• Customer centricity relationship building
• Basic Computer Knowledge.
• Good communication skills- English and regional language