Assistant Manager - CAT - SPARC at maxlifeins

Bangalore, karnataka, India -

Full Time

Start Date

Immediate

Expiry Date

23 May, 26

Salary

0.0

Posted On

22 Feb, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Cross Sell, Up Sell, Lead Conversion Ratio, Revenue Target, Collection Target, Competition Analysis, Relationship Management, Service Request Resolution, Renewal Collection, Customer Retention, Financial Planning, Process Orientation, Result Orientation, Customer Centricity, Communication Skills

Industry

Insurance

Description

JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company. KEY 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. 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 Age Bracket: 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company. KEY 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. 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 Age Bracket: 25-32 years Must own a conveyance KNOWLEDGE / SKILLS / ABILITIES Process & Result orientation Customer centricity & relationship building Basic Computer Knowledge. Good communication skills- English and regional language

Responsibilities

The primary role involves driving revenue through cross-selling and up-selling to existing customers using provided leads, while also focusing on customer service and retention through relationship management. Key tasks include meeting monthly revenue and collection targets and ensuring the retention of the allocated customer base.