Customer Advisory Team Representative
6 days ago
Job Title: Customer Service and Relationship Manager
Key Responsibilities:- Establish strong relationships with allocated customers.
- Ensure retention of assigned customer base.
- Act as single point of contact for customers.
- Identify financial goals of customers and provide financial planning assistance.
- Conduct competition analysis to give professional advice to customers.
- Set daily appointments from the given customer database.
- Foster cross-sell & up-sell opportunities in assigned customers.
- Ensure successful completion of licensing as per MLI standards.
- Adhere to TAT requirements for updating CRM Next.
- Meet or exceed cross-sell/up-sell business goals monthly.
- Collect payment/premium from days due policies.
- Resolve customer complaints/satisfaction issues.
- Achieve retention targets.
- Conduct at least 45 unique customer meetings monthly.
- Attend work more than 90% of total working days.
- Score >=80% in functional trainings.
- Minimum 6 months exposure to Life Insurance.
- Age between 25-30 years.
- Must own a vehicle.
- Basic computer knowledge.
- Process-oriented thinking.
- Customer-centric approach.
- Good communication skills (English and regional language).
Max Life is undergoing digital transformation, requiring candidates to be equipped with tablets for their work.
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