Career Opportunities |
|
Position
| DM |
| Deputy Manager- 5B |
Department
| Direct Sales Force |
| |
Reporting to
| BRM |
| |
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 RESPONSIBILITIESService 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
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 91-180 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
|
DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team: - 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months exposure to Life Insurance
- Age Bracket: 25-30 years
- Must own a conveyance
|
KNOWLEDGE / SKILLS / ABILITIES- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
Max Life is progressing on the digitization journey of service and sales which may require candidates to be equipped with Tablets for their work. |
Career Opportunities |
|
Position
| DM |
| Deputy Manager- 5B |
Department
| Direct Sales Force |
| |
Reporting to
| BRM |
| |
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 RESPONSIBILITIESService 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
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 91-180 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
|
DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team: - 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months exposure to Life Insurance
- Age Bracket: 25-30 years
- Must own a conveyance
|
KNOWLEDGE / SKILLS / ABILITIES- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
Max Life is progressing on the digitization journey of service and sales which may require candidates to be equipped with Tablets for their work. |
Required Experience:
Manager
Career OpportunitiesPositionDM Deputy Manager- 5BDepartmentDirect Sales ForceReporting toBRMJOB 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 RESPONSIBI...
Career Opportunities |
|
Position
| DM |
| Deputy Manager- 5B |
Department
| Direct Sales Force |
| |
Reporting to
| BRM |
| |
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 RESPONSIBILITIESService 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
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 91-180 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
|
DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team: - 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months exposure to Life Insurance
- Age Bracket: 25-30 years
- Must own a conveyance
|
KNOWLEDGE / SKILLS / ABILITIES- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
Max Life is progressing on the digitization journey of service and sales which may require candidates to be equipped with Tablets for their work. |
Career Opportunities |
|
Position
| DM |
| Deputy Manager- 5B |
Department
| Direct Sales Force |
| |
Reporting to
| BRM |
| |
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 RESPONSIBILITIESService 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
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 91-180 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
|
DESIRED QUALIFICATIONS AND EXPERIENCE Assistant Manager - Customer Advisory Team: - 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months exposure to Life Insurance
- Age Bracket: 25-30 years
- Must own a conveyance
|
KNOWLEDGE / SKILLS / ABILITIES- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
Max Life is progressing on the digitization journey of service and sales which may require candidates to be equipped with Tablets for their work. |
Required Experience:
Manager
View more
View less
Job Location:
Monthly Salary:
Posted on:
25 days ago
Vacancies:
1 Vacancy
