Senior Officer

2 days ago


Lucknow, Uttar Pradesh, India Max Financial Services Full time
Job Description

Career Opportunities
Position
Assistant Manager /
Deputy Manager
CTC Range 2.20 to 3.80 LPA
Department
Direct Sales Force - Loyalty
Reporting to
Branch Relationship Management
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
Establishing and strengthening relationship with the allocated
customer base.
(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 every day 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-
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
1.5 - 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 22-30 years
KNOWLEDGE / SKILLS / ABILITIES
Process & Result orientation
Customer centricity & relationship building
Basic Computer Knowledge.
Good communication skills- English and regional language
Relationship building

Career Opportunities
Position
Assistant Manager /
Deputy Manager
CTC Range 2.20 to 3.80 LPA
Department
Direct Sales Force - Loyalty
Reporting to
Branch Relationship Management
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
Establishing and strengthening relationship with the allocated
customer base.
(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 every day 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-
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
1.5 - 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 22-30 years
KNOWLEDGE / SKILLS / ABILITIES
Process & Result orientation
Customer centricity & relationship building
Basic Computer Knowledge.
Good communication skills- English and regional language
Relationship building

  • Lucknow, Uttar Pradesh, India beBeeAdministration Full time ₹ 15,00,000 - ₹ 25,00,000

    Administrative ManagerThis is a dynamic on-site role for an Administrative Manager handling responsibilities across UAE, India, and Mumbai.Oversee daily operations, manage office supplies and resources to ensure seamless workflow.Coordinate with executive office, operations, HR, and commercial departments to guarantee smooth execution.Handle scheduling and...

  • Chief Risk Officer

    1 day ago


    Lucknow, Uttar Pradesh, India beBeeRiskManagement Full time ₹ 18,00,000 - ₹ 25,00,000

    Job Title: Senior Manager/AVP ALMAbout This Role:We are seeking a highly skilled Senior Manager/AVP ALM to join our team. The ideal candidate will have a minimum of 5 years of relevant banking experience, with expertise in asset liability management (ALM) and risk management.Main Responsibilities:Monitor liquidity and interest rate risk for the bank,...


  • Lucknow, Uttar Pradesh, India beBeeAdministrative Full time ₹ 9,00,000 - ₹ 15,00,000

    Job Title: Senior Administrative CoordinatorThis role provides critical support to the management team in executing their daily tasks.Maintain a clean and organized workspace, ensuring all documents are filed accurately.Handle telephone calls, redirecting them to the relevant person or department.Coordinate appointments and calendar events for staff...


  • Lucknow, Uttar Pradesh, India beBeeAccountant Full time ₹ 9,00,000 - ₹ 12,00,000

    Senior Financial Manager Job OpportunityThe Senior Financial Manager will be responsible for overseeing the accounting department's daily operations. This includes preparing financial statements, maintaining general ledgers, managing accounts payable and receivable, and resolving discrepancies. The role also involves supervising a team of accountants,...


  • Lucknow, Uttar Pradesh, India beBeeStrategist Full time ₹ 8,00,000 - ₹ 15,00,000

    Job Title: Senior Creative StrategistSummary:This is a senior role where the individual will be responsible for carrying out creative duties on multiple brands from different industries, ranging from campaign planning and ideation to scriptwriting and copywriting.Key Responsibilities:Campaign Planning and IdeationScriptwriting and CopywritingPresenting...


  • Lucknow, Uttar Pradesh, India beBeeCredentialing Full time ₹ 18,00,000 - ₹ 21,00,000

    Our organization is seeking a seasoned professional to fill the role of Senior Credentialing Specialist.This position involves overseeing the credentialing process for healthcare providers, including managing provider enrollment and maintenance. The ideal candidate will possess excellent organizational skills, be proficient in using credentialing portals,...

  • Career Advancement

    3 days ago


    Lucknow, Uttar Pradesh, India beBeeAccountant Full time ₹ 36,00,000 - ₹ 54,00,000

    Senior Accountant Job OpportunityWe are seeking a highly skilled and experienced Senior Accountant to join our team. As a Senior Accountant, you will be responsible for maintaining accurate and up-to-date financial records, processing invoices and payments efficiently, managing cash and banking transactions, and ensuring compliance with financial regulations...


  • Lucknow, Uttar Pradesh, India beBeeExpert Full time ₹ 12,00,000 - ₹ 17,50,000

    Cloud System Admin RoleThis senior position involves overseeing and optimizing cloud infrastructure, with a focus on Azure and Office365. We seek an expert administrator to manage resources, ensure security and high availability.Key responsibilities include:Deploying, configuring and managing virtual machines, storage, networking and other Azure...


  • Lucknow, Uttar Pradesh, India beBeePatent Full time ₹ 16,80,000 - ₹ 25,12,000

    Patent Drafting & Prosecution ExpertA senior-level role in our Patent Drafting and Prosecution team is available. The ideal candidate will have a strong technical background in Computer Science or IT, with a proven track record of drafting patent applications and preparing office action responses across major jurisdictions.About the Role:We seek an...


  • Lucknow, Uttar Pradesh, India beBeeCivil Full time ₹ 5,00,000 - ₹ 10,00,000

    Job DescriptionWe are seeking a skilled Civil Engineer to join our team. The ideal candidate will have experience in drilling, concreting, and reinforcement placement.Monitor drilling, concreting, and reinforcement placement activities on-site.Support senior engineers in preparing piling logs, BBS, and technical documentation.Conduct field surveys, soil...