Summary
Location
Kullu
Type
full-time
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About this role
Career Opportunities |
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Position
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Deputy Manager |
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Deputy Manager- 5B
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Department
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DSF |
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Reporting to
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Branch Relationship Manager |
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JOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). |
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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 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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DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team: · 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. · Minimum 6 months exposure to Life Insurance · Age Bracket: 25-30 years · Must own a conveyance
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KNOWLEDGE / SKILLS / ABILITIES· Process & Result orientation · Customer centricity & relationship building · Basic Computer Knowledge. · Good communication skills- English and regional language
Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work. |
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Career Opportunities |
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|
|
|||
|
Position
|
Deputy Manager |
|
Deputy Manager- 5B
|
|
Department
|
DSF |
|
|
|
Reporting to
|
Branch Relationship Manager |
|
|
JOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). |
|||
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 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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DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team: · 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. · Minimum 6 months exposure to Life Insurance · Age Bracket: 25-30 years · Must own a conveyance
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KNOWLEDGE / SKILLS / ABILITIES· Process & Result orientation · Customer centricity & relationship building · Basic Computer Knowledge. · Good communication skills- English and regional language
Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work. |
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Other facts
About maxlifeins
Axis Max Life Insurance Limited (earlier known as Max Life Insurance Company Limited) is a Joint Venture between Max Financial Services Limited and Axis Bank Limited.
Max Financial Services Ltd. is a part of the Max Group, an Indian multi-business corporation. Axis Max Life Insurance Limited has an individual claims paid ratio of 99.65% as per the annual audited financials for FY23-24.
We offer comprehensive protection and long-term savings life insurance solutions, through our multichannel distribution including agency and third party distribution partners.
You can reach us at our:
Customer Service Helpline - 1860 120 5577 (9:00 AM to 6:00 PM Monday to Saturday) or,
Write to us at [email protected]. You can also contact us through our portal https://www.maxlifeinsurance.com/contact-us/write-to-us.html.
Axis Max Life Insurance Limited has built its operations over almost two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.
As per public disclosures, during the financial year 2023-24,
• As on 31st March 2024 the Company had Rs. 150,836 crore of assets under management(AUM), and
• A Sum Assured in Force of Rs. 1,779,409 crore.
For more information, please visit the Company's website at www.maxlifeinsurance.com
What you'll do
- The Deputy Manager will focus on direct customer service and sales through relationship management, ensuring retention of the allocated customer base. Responsibilities include acting as the single point of contact for customer queries and identifying financial goals for customers.
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