Unlock New Career Opportunities as a Customer Relationship Specialist

6 days ago


Delhi NCR Chandigarh Kullu Manali, India beBeeRelationship Full time ₹ 1,04,000 - ₹ 1,30,878
Job Title: Relationship ManagerJob Description: 

Career Opportunities Position

Role in Customer Advisory Team

Department: Banking and Financial Services, Investments & Trading

Category: Life Insurance Other

Employment Type: Full Time, Permanent

 Key Responsibilities:
  • Establishing and strengthening relationships with allocated customers.
  • Retention of the Book of Relations (customer database).
  • Act as single point of contact for customer queries/complaints.
  • Identify financial goals of customers and provide financial planning assistance.
  • Competition analysis for giving professional advice to customers.
  • Fix self appointments daily from the given customer database according to the campaign.

 

Sales Objectives:
  • Focus on cross-selling & up-selling opportunities in allocated customers.
  • Ensure successful completion of licensing according to MLI standards.
 Measures of Success:
  • TAT adherence for updating System - CRM Next.
  • Successful completion of cross-selling/ up-selling 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).
  • Successfully score >=80% in the Functional Trainings imparted.

 

Required Skills and Qualifications:
  • 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.

Industry: Insurance



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