Job Offer: Hiring for Agency Banca and Direct Channel:Job description:
Job Description Agency Channel Key Responsibilities: » Identify & recruit right quality advisors to build a strong advisor base » Provide training on products, business processes and selling techniques continuously » Provide assistance to advisors in lead generation, prospecting and business development » Ensure that advisors provide right financial solutions to customers as per need analysis and they adhere to required business processes and norms » Achieve the business target each month for generating new business and advisor recruitment » Ensure that the selling through team of advisors is aligned to all business quality metrics » Be the first point of contact for the customer to authenticate the concerns raised and validate with authorities » Exercise due diligence at first level to prevent unauthorised/ fraudulent transactions Candidates who are willing to be mobile and work across locations will be preferred Direct Channel Key Responsibilities: Service through relationship management » Establishing and strengthening relationship with the allocated customer base. » Ensure retention of in his/her allocated book of relations (existing customer database). » Act as single point of contact for customers for any customer query/complaint. » Identify financial goals of customers and providing financial planning assistance. » Competition Analysis for giving professional advice to customer » Fix self appointments everyday from the given customer database as per the campaign » Team Development (Subject to assessment) Sales » Focus on cross-sell & up-sell opportunity in allocated customers. » Ensure prosperous completion of licensing as per MLI standards Measures of Success » TAT adherence for updating System - CRM Next » prosperous 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. » More than 90% attendance (of total working days) » prosperously score >=80% in the Functional Trainings imparted Key Relationships (Internal /External) Internal HR/Trainers/managers/Peers External- Customers Key competencies/expertise required » Process & Result orientation » Customer centricity & relationship building » Basic Computer Knowledge. » Good communication expertise- English and regional language Banca Channel Key Responsibilities: » Responsible for business target achievement through sale of life insurance products to customers of partner branches (4 7 branches depending on location). » Responsible for branch activation & lead generator (LG) activation through regular engagement with partner branch staff. » Conduct regular sales activities within branch and catchment areas to generate leads. » Maintain discipline & rigor of everyday sales activities - DSR & LMS input. » Ensure adherence to end to end business process with in the specified timelines. » Adhering to regulatory requirements & monitoring quality of business. » Ensure timey resolution of queries and complaints, and controlling the instances of adverse customer practice. Appropriate qualifications Masters or Bachelor degree. Essential Knowledge / Skill Sets: » Should be presentable with good communication expertise. » Should be good at relationship building/management. » Should have excellent communication, inter personal and managerial expertise. » Should have knowledge of Insurance and related financial market products. » capability to work effectively in highly demanding and competitive environment. Work practice: Six month to four years practice in, Broking channel within Life Insurance Company or direct sales vertical. Other details » Department: Pre-Sales, Pre-Sales Sales / BD Sales / BD » Business Sector: Insurance Insurance » expertise: tat, tat, lead generation, lead generation, team development, team development, field sales, field sales, communication expertise, communication expertise, relationship management, relationship management, customer relationship, customer relationship, retention strategies, retention strategies, life insurance, life insurance, inside sales, inside sales, direct sales, direct sales, financial goals, financial goals, outside sales, outside sales, relationship building, relationship building, agency channel, agency channel, business development, business development, cold calling cold calling Recruiter details »Employer's name first deal Manpower Hiring For Insurance Sector »Email address: firstdealmanpower@gmail.com »Telephone: 9029078230 View similar jobs All Jobs by this recruiter
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