Seema Rawat

Understand the client business and requirement based on the job description provided. Exploring various sourcing channels like job boards Naukri/monster and LinkedIn. Screening resumes/CV as per skills, job requirement, education, location preference, notice period and salary. First level telephonic interaction with the candidate to know their interest, need for change, salary expectations and potential for the profile. Explaining the job details and preference to the candidates, ask for updated CV if required and shortlist the best fit. Share screened and shortlisted profile with client for their review. Schedule shortlisted candidates for interview according to the slots provided by client, share venue details. Follow-up with the candidates for interview, make sure they turnup on time and keep client updated about candidate show-up. Follow-up with client for final feedback and update management. Post offer regular follow-up with candidate and understand status of joining and keep client posted on the same.

Understanding of various company life insurance policies. Explaining and advising visiting and potential customer various investment plans. Making customer aware about life insurance policies. Build relationship with banking staff and new customer. Schedule meeting with interested costumer. Take care of costumer renewal policy. Take care of cancellation and retention the costumers. Customer data maintenance and policies documents.

Understanding the requirements and guidelines of the client regarding insurance policies. Verifying all the leads generated by the team based on the basic information required from the customer. Understanding customer based on profession, family structure, lifestyle, income, paying capacity and expenditure tendencies. Categorization of customers based on the above factors and their needs/requirements as high or low importance customer. Aware and consult customer on the importance of various insurance policies and their benefits. Close the lead with all the necessary closer procedure define by the client in the portal and prepare excel report for the same. Ensure prompt response to customer issues received via customer portal, voice mail, and e-mail or via telephone. Ensure team completes the task as per timeline. Advise the team and team lead about upcoming issues or new learning. Manage team reporting and day to day task assignment with the help of excel/MIS. Ensure all the changes are documented through proper process.