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    Senior Relationship Manager - bangalore, India - Max Life Insurance

    Max Life Insurance
    Max Life Insurance bangalore, India

    7 hours ago

    Default job background
    Description

    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
  • Team Development (Subject to assessment)

    • 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

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

    Age Bracket: 25-30 years

    Must own a conveyance

    Must own or buy a TAB

    Org Chart

    Channel Head à Zonal Vice President à Asst Vice President à Regional Relationship Manager à Cluster Relationship Manager à Branch Relationship Manager à Senior Relationship Manager

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