Job Description
Bangalore, Chennai, Hyderabad
Key Responsibilities
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.
key Relationships Management (internal /external)
internal: Head of Sparc, Field Ops, Training, Hr
external: Customers
desired Qualification and Experience
• Graduate in Management
• Must have a minimum of 1+ Years Experience.
• Experience in Managing Customer Relationship
• Knowledge of Insurance Sales and Related Processes
Experience
2 - 8 Years
Salary
1 Lac 25 Thousand To 3 Lac 50 Thousand P.A.
Industry
Qualification
Other Bachelor Degree
Key Skills
sales marketing banking sales business development
Key Responsibilities
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.
key Relationships Management (internal /external)
internal: Head of Sparc, Field Ops, Training, Hr
external: Customers
desired Qualification and Experience
• Graduate in Management
• Must have a minimum of 1+ Years Experience.
• Experience in Managing Customer Relationship
• Knowledge of Insurance Sales and Related Processes
Experience
2 - 8 Years
Salary
1 Lac 25 Thousand To 3 Lac 50 Thousand P.A.
Industry
Qualification
Other Bachelor Degree
Key Skills
sales marketing banking sales business development
💡 Quick Summary
Seeking a career-building opportunity? The Customer Sales Executive | | | |2 | 8 Years position is now open for candidates interested in the MIS Executive sector. This role in Bengaluru offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in MIS Executive is a plus.
