3.0 - 7.0 years

0 Lacs

ajmer, rajasthan

On-site

As a part of this role, you will be responsible for strengthening operational delivery to maximize Agency business and customer acquisition. Your primary focus will be on delivering growth through revenue retention and generation initiatives. It will be essential to collaborate closely with the Branch Operations Team to generate customer leads and achieve targets effectively. You will need to derive new initiatives through the existing customer base and explore new untapped markets to drive new sales. Leveraging various vectors will be crucial in achieving set targets. Managing customer parameters and persistency for sales done through effective communication and relationship management will be key aspects of your responsibilities. Additionally, you will be required to manage the product mix as agreed upon from time to time and track competition on products, structure, and initiatives. Ensuring compliance with the guidelines laid down by the Compliance Team is imperative to maintain operational standards. Building sustainable relationships and trust with existing customers through open and interactive communication will be a critical part of your role. Understanding clients" specific needs and financial situations by scheduling fact-finding appointments and assessing their current coverage and investments will be essential for success. You will also need to ensure segmented product-based campaigns, follow communication procedures, guidelines, and policies, keep records of field sales calls and home visits, and use appropriate solutions and up-selling methods. Performing timely follow-ups to ensure customer satisfaction, resolve queries, and take references will be part of your daily tasks. Providing accurate, valid, and complete information to customers using the right methods and tools will be essential to maintain high service standards and drive business growth effectively.,

Posted 3 days ago

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