Job Description

Career Opportunities
Position
Assistant Manager /
Deputy Manager
CTC Range
2.20 to 3.80 LPA
Department
Direct Sales Force - Loyalty
Reporting to
Branch Relationship Management
JOB SUMMARY
Direct 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
\xef\x82\xb7 Establishing and strengthening relationship with the allocated customer base.
\xef\x82\xb7 Ensure retention of in his/her allocated Book of Relations (existing customer database).
\xef\x82\xb7 Act as single point of contact for customers for any customer query/complaint.
\xef\x82\xb7 Identify financial goals of customers and providing financial planning assistance.
\xef\x82\xb7 Competition Analysis for giving professional advice to customer
\xef\x82\xb7 Fix self-appointments every day from the given customer database as per the campaign
Sales
\xef\x82\xb7 Focus on cross-sell & up-sell opportunity in allocated customers.
\xef\x82\xb7 Ensure successful completion of licensing as per MLI standards
MEASURES OF SUCCESS
\xef\x82\xb7 TAT adherence for updating System - CRM Next
\xef\x82\xb7 Successful completion of cross-sell/ up-sell Business Goals month on month
\xef\x82\xb7 Collection of payment/premium from 91-180 days\' due policies
\xef\x82\xb7 Complaint Resolution /Customer satisfaction
\xef\x82\xb7 Achievement of Retention Targets.
\xef\x82\xb7
45 unique customer meetings in a month
\xef\x82\xb7 More than 90% attendance (of total working days)
\xef\x82\xb7 Successfully score
=80% in the Functional Trainings imparted
DESIRED QUALIFICATIONS AND EXPERIENCE
\xef\x82\xb7 1.5 - 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
\xef\x82\xb7 Minimum 6 months\' exposure to Life Insurance
\xef\x82\xb7 Age Bracket: 22-30 years
KNOWLEDGE / SKILLS / ABILITIES
\xef\x82\xb7 Process & Result orientation
\xef\x82\xb7 Customer centricity & relationship building
\xef\x82\xb7 Basic Computer Knowledge.
\xef\x82\xb7 Good communication skills- English and regional language
\xef\x82\xb7 Relationship buildingCareer Opportunities
Position
Assistant Manager /
Deputy Manager
CTC Range
2.20 to 3.80 LPA
Department
Direct Sales Force - Loyalty
Reporting to
Branch Relationship Management
JOB SUMMARY
Direct 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
\xef\x82\xb7 Establishing and strengthening relationship with the allocated customer base.
\xef\x82\xb7 Ensure retention of in his/her allocated Book of Relations (existing customer database).
\xef\x82\xb7 Act as single point of contact for customers for any customer query/complaint.
\xef\x82\xb7 Identify financial goals of customers and providing financial planning assistance.
\xef\x82\xb7 Competition Analysis for giving professional advice to customer
\xef\x82\xb7 Fix self-appointments every day from the given customer database as per the campaign
Sales
\xef\x82\xb7 Focus on cross-sell & up-sell opportunity in allocated customers.
\xef\x82\xb7 Ensure successful completion of licensing as per MLI standards
MEASURES OF SUCCESS
\xef\x82\xb7 TAT adherence for updating System - CRM Next
\xef\x82\xb7 Successful completion of cross-sell/ up-sell Business Goals month on month
\xef\x82\xb7 Collection of payment/premium from 91-180 days\' due policies
\xef\x82\xb7 Complaint Resolution /Customer satisfaction
\xef\x82\xb7 Achievement of Retention Targets.
\xef\x82\xb7
45 unique customer meetings in a month
\xef\x82\xb7 More than 90% attendance (of total working days)
\xef\x82\xb7 Successfully score
=80% in the Functional Trainings imparted
DESIRED QUALIFICATIONS AND EXPERIENCE
\xef\x82\xb7 1.5 - 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
\xef\x82\xb7 Minimum 6 months\' exposure to Life Insurance
\xef\x82\xb7 Age Bracket: 22-30 years
KNOWLEDGE / SKILLS / ABILITIES
\xef\x82\xb7 Process & Result orientation
\xef\x82\xb7 Customer centricity & relationship building
\xef\x82\xb7 Basic Computer Knowledge.
\xef\x82\xb7 Good communication skills- English and regional language
\xef\x82\xb7 Relationship building

Max Life Insurance