Assistant Sales Manager

3 weeks ago

Quezon City, Philippines Axis Max Life Insurance Full time

Overview

Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.

Responsibilities
  • Establishing and strengthening relationship with the allocated customer base.
  • Ensure retention of the 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 provide financial planning assistance.
  • Competition analysis for giving professional advice to customers.
  • Schedule self-appointments every day from the given customer database as per the campaign.
  • Focus on cross-sell and up-sell opportunities within allocated customers and walk-ins.
Measures of Success
  • TAT adherence for updating System - CSG
  • Successful completion of cross-sell/up-sell targets month over month
  • Collection of payment/premium from 91-180 days due policies
  • Complaint resolution / customer satisfaction
  • Achievement of retention targets
  • More than 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
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