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Home
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Jobs in Surat
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Axis Max Life Insurance
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Senior Officer - CAT - SPARC

Senior Officer - CAT - SPARC

Axis Max Life Insurance

0 - 5 years

2 - 3 Lacs

Surat

Posted:1 day ago| Platform:

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Skills Required

Relationship management Competitor analysis Focus Financial planning Relationship Database Customer service

Work Mode

Work from Office

Job Type

Full Time

Job Description

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.

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.

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