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 its operations 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. 16184 crore. As on 31st March 2020 the Company had Rs. 68471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913660 crore. For more information please visit the Companys website at We Stand for: Caring | A 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. | Collaboration | A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes thus delivers to the organizations 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 Obession | A 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 Mindset | An 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 Leadership | A peoples 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.
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Job Description |
Position | RM/PRM/SPRM/EPRM | No. of Positions | |
Department | Direct Sales Force | Function | CAT-Elite |
Reporting to | Cluster Manager | Band | 5/5A/5B/4 |
Location | - | Comp. | |
Job Summary Is responsible for generating revenue by focussing on Service to sales through relationship management sales productivity-per-executive thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele. |
Key Responsibilities: Maintain Customer Relationship - Build sustainable relationships and trust with customer via open and interactive communication
- Regular & timely interaction with the customer via various modes like calls whatsapp EDMs etc. as decided per the business plan
- Explain customized proposition to the customer basis the important dates (Birthday Term Renew etc.)
- Perform annual protection review calls as per the timelines
Campaign Calling - Perform Segmented product based campaigns including GLIP SWP FWP and others
Perform Service Request Calls - Keep records of customer interactions and ensuring timely processing of client service request
- Handle customer complaints provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
- Provide accurate valid and complete information by using the right methods/tools
- Ensuring business hygiene by controlling vectors like 13th month persistency incident rate and free-looking etc.
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Essential Qualifications Good to Have: - Certifications in Financial markets like - AMFI/CFP Gender Female (Preferred)
- Minimum 1 Yrs. of experience in selling any financial products
|
Competence required: - Good Communication (Verbal & Written) Experience in selling multiple financial products Interpersonal communication Customer centricity Experience in sales verticals dealing with HNI customers
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| | | | |
Required Experience:
Manager
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 lif...
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 its operations 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. 16184 crore. As on 31st March 2020 the Company had Rs. 68471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913660 crore. For more information please visit the Companys website at We Stand for: Caring | A 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. | Collaboration | A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes thus delivers to the organizations 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 Obession | A 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 Mindset | An 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 Leadership | A peoples 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.
|
Job Description |
Position | RM/PRM/SPRM/EPRM | No. of Positions | |
Department | Direct Sales Force | Function | CAT-Elite |
Reporting to | Cluster Manager | Band | 5/5A/5B/4 |
Location | - | Comp. | |
Job Summary Is responsible for generating revenue by focussing on Service to sales through relationship management sales productivity-per-executive thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele. |
Key Responsibilities: Maintain Customer Relationship - Build sustainable relationships and trust with customer via open and interactive communication
- Regular & timely interaction with the customer via various modes like calls whatsapp EDMs etc. as decided per the business plan
- Explain customized proposition to the customer basis the important dates (Birthday Term Renew etc.)
- Perform annual protection review calls as per the timelines
Campaign Calling - Perform Segmented product based campaigns including GLIP SWP FWP and others
Perform Service Request Calls - Keep records of customer interactions and ensuring timely processing of client service request
- Handle customer complaints provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
- Provide accurate valid and complete information by using the right methods/tools
- Ensuring business hygiene by controlling vectors like 13th month persistency incident rate and free-looking etc.
|
Essential Qualifications Good to Have: - Certifications in Financial markets like - AMFI/CFP Gender Female (Preferred)
- Minimum 1 Yrs. of experience in selling any financial products
|
Competence required: - Good Communication (Verbal & Written) Experience in selling multiple financial products Interpersonal communication Customer centricity Experience in sales verticals dealing with HNI customers
|
| | | | |
Required Experience:
Manager
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Posted on:
30+ days ago
Vacancies:
1 Vacancy
