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    Senior Officer - bangalore, India - Max Life Insurance

    Max Life Insurance
    Max Life Insurance bangalore, India

    6 days ago

    Default job background
    Description

    KEY RESPONSIBILITIES

    Service through relationship management

  • Establishing and strengthening relationship with the allocated customer base.
  • Ensure retention of customers 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 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

    • Key Relationships (Internal /External)

  • Internal – HR/Trainers/Supervisors/Peers
  • External- Customers

    • Key competencies/skills required

  • Process & Result orientation
  • Customer centricity & relationship building
  • Basic Computer Knowledge.
  • Good communication skills- English and regional language

    • Desired qualification and experience

    0 – 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.

    Age Bracket: 20-25 years

    Must own a conveyance

    Good communication skills

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