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| Job Location | Gandhinagar |
| Education | Not Mentioned |
| Salary | Rs 2.0 - 3.5 Lakh/Yr |
| Industry | Banking / Financial Services |
| Functional Area | Finance / Accounts / Tax |
| EmploymentType | Full-time |
CTC Band up-to 3.5 LacsPositionFinancial Service consultant - SPARC (Service Points As a Revenue Channel)DepartmentOperationsFunctionOperations SPARCReporting toCSM (Customer Service Manager) SPARCBand5JOB SUMMARYIntroduction:SPARC is a new initiative aimed at leveraging service touch points with existing customers to generate new sales. We currently have a service-to-sales (S2S) model in place for walk-in customers at our branches. However, there are many other instances and touch points, where we interact with our customers, which are not leveraged for generating sales such as financial payouts, service request, premium reminder calling etc. .This position will be responsible for customer service, retention and sales to existing MLI customers through relationship building.KEY RESPONSIBILITIESCustomer Service/Retention through relationship managementEstablishing and strengthening the relationship with the allocated customer baseCollection of due premium from customersCollection of additional document requirement related to reinstatementResolve simple and easy service request of customers.Receive and log complex service request of customers in the system.Provide appropriate advice to customers to continue existing policies.Generate interest of the customer to buy another product post providing proper service.Cross-sell / UpsellWork on every lead allocated from HO teamIdentify the financial goals of customers and provide financial planning assistance.Pitch products as per the need of the customerConvert leads into a new sale.Measures of SuccessExecution measuresCollection of due premium as per target.Service resolution percentage/TATMeet cross sell/up sell business targetsCustomer satisfaction scoreKey competencies/skills requiredBuilding relationships ability to influence customersBuilding collaborationDetail-orientedCustomer centricity.Key Relationships Management (Internal /External)Internal: Head of SPARC, Field Ops, Training, HRExternal: CustomersDesired qualification and experienceGraduateMust have a minimum of 1+ years experience.Experience in managing the customer relationshipKnowledge of Insurance sales and related processes
Keyskills :
b2b salesbusiness developmentb2cagency salesrelationship managementinsurance sales