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Strategic Account Manager

1 month ago

Mumbai, Maharashtra, India Max Life Insurance Full time

Key Responsibilities:

Maintain Customer Relationship:

  • Develop and maintain long-term relationships with high net worth individuals (HNIs) to deliver exceptional customer experiences.
  • Assess clients' needs and financial situations through fact-finding appointments and provide tailored solutions.

Track and Supervise Campaign Calling:

  • Lead and monitor segmented product-based campaigns, including GLIP, SWP, and FWP, to ensure effective communication and sales strategies.
  • Ensure the team adheres to established communication procedures, guidelines, and policies.

Supervise/Track Service Request Calls:

  • Manage customer interactions, process accounts, and maintain accurate records.
  • Provide personalized solutions and up-selling strategies based on customer feedback.
  • Conduct random follow-ups to ensure customer satisfaction and query resolution.

Growth & Planning:

  • Evaluate customers' needs and financial status to propose customized protection plans.

Measure of Success:

  • Ensure clients' needs and coverage are aligned with their financial status.
  • Maintain high customer satisfaction scores within acceptable ranges.

Essential Qualifications and Experience:

Graduate with a minimum of 6 years of experience in sales verticals dealing with HNI customers.

Competence Required:

Strong people leadership, experience in selling multiple financial products, interpersonal communication, customer centricity, experience in sales verticals dealing with HNI customers, and managing teams.