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Relationship Officer (Insurance)

Bangalore, India

Job Type



BFSI Sector

Job Description

Role Description

Must have 1+ year of experience in Direct Sales

Must be a localite.

Must have a two wheeler

Knowledge / Skills / Abilities

Process & Result orientation 

Customer centricity & relationship building· 

Basic Computer Knowledge.· 

Good communication skills

English and regional language

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

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