Field Sales Executive

Skywings Advisors Private Limited

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

Sales

Focus on cross-sell & up-sell opportunity in allocated customers.

Ensure successful completion of licensing as per MLI standards

MEASURES OF SUCCESS:

TAT adherence for updating System CRM Next

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:

5 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.

Minimum 6 months exposure to Life Insurance

Age Bracket: 25-30 years

Must own a conveyance

Experience : 1 - 6 Years

No. of Openings : 2

Education : Professional Degree, Any Bachelor Degree

Role : Field Sales Executive

Industry Type : Insurance / Claims

Gender : Male

Job Country : India