Response Informatics
Location
Mumbai | India
Job description
Cluster Head (Agency vertical) - Leading Life Insurance - Pune / Mumbai / Delhi / Jaipur
Experience Required - 4+ yrs (Life Insurance) Direct / Agency Vertical experience required Key Responsibilities: Maintain Customer Relationship ∙ Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication ∙ Determine clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments Track and Supervise Campaign Calling ∙ Track Segmented product based campaigns including GLIP, SWP, FWP and others ∙ Ensure that the team follows communication procedures, guidelines & policies Supervise/Track Service Request Calls ∙ Keep records of customer interactions, process customer accounts and file documents ∙ Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions ∙ Perform random follow-ups to ensure customer satisfaction and query resolution ∙ Provide accurate, valid and complete information by using the right methods/tools Growth & Planning ∙ Evaluate business or individual customers’ needs and financial status and propose protection plans that meet their criteria Measure of Success: Maintain Customer Relationship ∙ Ensure clients’ particular needs and the extent of present coverage and investments are appropriate ∙ Ensure customer satisfaction scores are above within the acceptable range Track and Supervise Campaign Calling ∙ Ensure that the team follows communication procedures, guidelines & policies Supervise/Track Service Request Calls ∙ Random Audit to ensure customer satisfaction and query resolution Growth & Planning ∙ Sustain customer acquisition and revenue growth objectives Essential qualifications and experience: ⮚ Graduate ⮚ Minimum 4+ Years of the experience in sales verticals dealing with HNI customers Competence required: Strong People Leadership, Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers, Managing teamsJob tags
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