919005391838 919005391838
the people operations
Customer Service Officer

Bareilly, Bulandshahr, Greater Noida, Mathura, Moradabad, Saharanpur


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 Responsibilities
a. Cross Sell / Up Sell
work On Every Lead Allocated from Ho Team
identify Financial Goals of Customers and Provide Financial Planning Assistance.
pitch Products as per Need of the Customer
convert Leads Into New Sale.
b. Customer Service/retention Through Relationship Management
establishing and Strengthening Relationship with Allocated Customer Base
collection of Due Premium from Customers
collection of Additional Document Requirement Related to Reinstatement
generate Interest of the Customer to Buy Another Product Post Providing Proper Service.
measures of Success
execution Measures
collection of Due Premium as per Target.
service Resolution Percentage/tat
meet Cross Sell/up Sell Business Targets
customer Satisfaction Score
key Competencies/skills Required
building Relationships – Ability to Influence Customers
building Collaboration
detail-oriented
customer Centricity.
key Relationships Management (internal /external)
internal : Head of Sparc, Field Ops, Training, Hr
external: Customers

Experience 1 - 2 Years
Salary 3 Lac To 3 Lac 50 Thousand P.A.
Industry Sales & Marketing / Business Development/telecaller
Qualification Other Bachelor Degree
Key Skills Customer support customer handling

About Company

Company Name

Insurance Sector ( on-role ) Direct channel

About Company ......
Contact Person Anu
Address Jhansi
Mobile 9005391838
Email ID thepeopleoperations@gmail.com

Jobs by Location