Deputy Manager

2 days ago

Kolkata, West Bengal, India Max Life Insurance Full time
Job Description

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

  • Fretron - Deputy Manager - Logistics

    3 weeks ago

    Kolkata, West Bengal, India Fretron Pvt Ltd Full time

    Location: Kharagpur, West Bengal.Job Type: Full-time | Work from Office | Fixed Shift (Monday Saturday).About FretronFretron is Indias #1 cloud-based Collaborative Transport Management System (TMS), transforming the logistics industry by bringing freight operations online.Since 2017, weve been on a mission to simplify and optimize supply chain management for...

  • Tax | | Kolkata | Global Transfer Pricing Centre| Compliance, Advisory Support, Controversy Support

    2 weeks ago

    Kolkata, West Bengal, India Deloitte Full time

    Deputy Manager- GTPC

  • Deputy Manager

    4 weeks ago

    Kolkata, West Bengal, India Jaquar & Company Private Limited Full time

    About the Role The description of About the Role : Key Responsibilities : Present Jaquar solutions to key influencers and decision-makers in the Hospitality Business Segment. Develop and execute strategies to secure new and renovation hotel projects, ensuring that Jaquar Lighting solutions are chosen. Sell solutions based on long-term benefits,...

  • Deputy Manager

    4 weeks ago

    Kolkata, West Bengal, India Jaquar & Company Private Limited Full time

    About the RoleThe description of About the Role :Key Responsibilities : Present Jaquar solutions to key influencers and decision-makers in the Hospitality Business Segment.Develop and execute strategies to secure new and renovation hotel projects, ensuring that Jaquar Lighting solutions are chosen. Sell solutions based on long-term benefits, advantages,...

  • Deputy Manager

    2 weeks ago

    Kolkata, West Bengal, India Copeland Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    About UsWe are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential, commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering, design and manufacturing...

  • Deputy Manager

    7 days ago

    Kolkata, West Bengal, India maxlifeins Full time US$ 50,000 - US$ 1,00,000 per year

    KNOWLEDGE / SKILLS / ABILITIESProcess & Result orientationCustomer centricity & relationship buildingBasic Computer Knowledge.Good communication skills- English and regional languageMax Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work. KNOWLEDGE / SKILLS /...

  • marketing head

    3 weeks ago

    Kolkata, West Bengal, India Randstad Full time

    Key Responsibility Area (KRA): Phenolics Marketing HeadLocation: Head Office (Kolkata) with extensive travelReporting To: Deputy Managing DirectorDepartment: Phenolic Resins – Sales & MarketingExperience Required: 10–15 years in B2B technical sales inchemicals/resins/polymer industries, preferably with export experience1. Strategic Market Development –...

  • Sales Manager

    4 weeks ago

    Kolkata, West Bengal, India Xperteez Technology Full time

    About the Role:As a Deputy Manager, you will be at the forefront of our business expansion efforts, operating primarily in the field. Your core responsibilities will include identifying and recruiting talented part-time job seekers to serve as advisors/agents, providing them with comprehensive training, and continuously mentoring them to achieve ambitious...

  • Deputy General Manager Project

    3 days ago

    Kolkata, West Bengal, India HOTEL POLO TOWERS GROUP Full time

    Key ResponsibilitiesProject Planning & Execution:Develop detailed project plans, timelines, budgets, and resource allocation for multiple hotel construction and renovation projects.Oversee the execution of civil, MEP, interior fit-outs, and related works ensuring adherence to specifications, standards, and timelines.Vendor & Contractor Management:Identify,...

  • Only 24h Left Deputy Manager

    3 weeks ago

    Kolkata, West Bengal, India Max Life Insurance Full time

    Career OpportunitiesPositionAM DM-DepartmentCustomer Advisory TeamReporting toBranch Relationship ManagementJOB SUMMARYDirect 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...