Field Sales Executive
Published date: 2026/11/07
- Location: Chandigarh, Punjab, India
Job Description
Key Responsibilities:
Service through relationship management
Establishing and strengthening relationship with the allocated customer base.
Ensure retention of in his/her allocated Book of Relations (existing customer database).
Act as single point of contact for customers for any customer query/complaint.
Identify financial goals of customers and providing financial planning assistance.
Competition Analysis for giving professional advice to customer
Fix self appointments everyday from the given customer database as per the campaign
Sales
Focus on cross-sell & up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards
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...
Key Responsibilities:
Service through relationship management
Establishing and strengthening relationship with the allocated customer base.
Ensure retention of in his/her allocated Book of Relations (existing customer database).
Act as single point of contact for customers for any customer query/complaint.
Identify financial goals of customers and providing financial planning assistance.
Competition Analysis for giving professional advice to customer
Fix self appointments everyday from the given customer database as per the campaign
Sales
Focus on cross-sell & up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards
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...
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