Job Description

About Max Life Insurance: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.Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built itsoperations over almost two decades through 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 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore.For more information, please visit the Company's website atWe Stand for:CaringA compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance.CollaborationA boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization's ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork.Customer ObessionA leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience.Growth MindsetAn ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance.People LeadershipA people's leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes."Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity."
Position
Senior Officer
Incumbent
1
Department
Customer Advisory Team
Function
Service to Sales
Reporting to
Area Relationship Manager
Band
5
Location
Team size (D/I)
NA
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 customers 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 everyday from the given customer database as per the campaign
Sales
\xef\x82\xb7 Focus on cross-sell & up-sell opportunity in allocated customers.
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
Key Relationships (Internal /External)
\xef\x82\xb7 Internal - HR/Trainers/Supervisors/Peers
\xef\x82\xb7 External- Customers
Key competencies/skills required
\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
Desired qualification and experience
\xef\x82\xb70 - 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
\xef\x82\xb7Age Bracket: 20-25 years
\xef\x82\xb7Must own a conveyance
\xef\x82\xb7Good communication skills
Org Chart
Channel Head \xef\x83\xa0Zonal Vice President \xef\x83\xa0 Asst Vice President \xef\x83\xa0 Regional Relationship Manager \xef\x83\xa0 Cluster Relationship Manager \xef\x83\xa0 Area Relationship Manager \xef\x83\xa0 Relationship Manager \xef\x83\xa0Deputy Manager \xef\x83\xa0 Assistant Manager \xef\x83\xa0 Senior Officer

Max Life Insurance