Professional Financial Relationship Manager

5 days ago

Delhi Delhi NCR, India beBeeCustomerAdvisor Full time ₹ 9,00,000 - ₹ 12,00,000

Max Life is a leading provider of life insurance products. We are seeking an Assistant Manager to join our Customer Advisory Team.

Job Description:

This role involves managing relationships with existing customers and providing them with expert advice on their financial goals. The ideal candidate will have excellent communication skills, be process-oriented, and have a customer-centric approach.

  • Establish and strengthen relationships with allocated customer base
  • Ensure retention of customers through proactive service management
  • Act as single point of contact for customers
  • Provide financial planning assistance and identify opportunities for growth
  • Conduct competition analysis to give professional advice

The successful candidate will also be responsible for sales, focusing on cross-sell and up-sell opportunities with allocated customers.

  • Identify and pursue cross-sell and up-sell opportunities
  • Ensure successful completion of licensing as per MLI standards

Key performance indicators include:

  • TAT adherence for updating CRM system
  • Successful completion of business goals month on month
  • Collection of payment/premium from days due policies
  • Complaint resolution/customer satisfaction
  • Achievement of retention targets
  • > 45 unique customer meetings in a month
  • > 90% attendance of total working days
  • > 80% score in functional trainings
Required Skills and Qualifications:

We are looking for candidates with the following skills and qualifications:

  • Minimum 6 months exposure to life insurance
  • Age bracket: 25-30 years
  • Must own a conveyance
Benefits:

Our company offers a range of benefits, including:

  • Digitization journey of service and sales
  • Equipped with tablets for work
Others:

Please note that we are committed to progressing on our digitization journey. This may require candidates to adapt to new technology and workflows.

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