Senior Relationship Manager
9 hours ago
Client Relationship Management
As a Senior Relationship Manager at Max Life Insurance, you will be responsible for establishing and strengthening relationships with our allocated customer base. Your primary goal will be to ensure the retention of our existing customer database, acting as a single point of contact for any customer queries or complaints.
- Establish and maintain strong relationships with our customers.
- Identify financial goals and provide financial planning assistance to our customers.
- Conduct competition analysis to provide professional advice to customers.
- Fix self-appointments daily from the given customer database as per the campaign.
- Develop and implement strategies to achieve sales targets.
Key Performance Indicators
- Excellent customer retention rates.
- Successful completion of cross-sell and up-sell business goals.
- Timely collection of payments and premiums.
- High customer satisfaction ratings.
- Strong communication and interpersonal skills.
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