Senior Relationship Manager

3 weeks ago


Bengaluru, Karnataka, India Max Life Insurance Full time

Key Responsibilities

Building Strong Customer Relationships

  • Establish and maintain strong relationships with allocated customers.
  • Ensure retention of existing customer base.
  • Act as single point of contact for customers.
  • Identify customer financial goals and provide financial planning assistance.
  • Conduct competition analysis to provide professional advice.
  • Manage daily appointments with customers.
  • Develop team members (subject to assessment).

Sales and Growth

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

Measures of Success

  • Adhere to TAT for updating CRM Next.
  • Meet cross-sell and up-sell business goals.
  • Collect payments within 91-180 days.
  • Resolve customer complaints and improve satisfaction.
  • Achieve retention targets.
  • Hold regular customer meetings.
  • Maintain high attendance and training scores.

Key Relationships and Competencies

  • Internal: HR, Trainers, Supervisors, Peers.
  • External: Customers.
  • Process and result orientation.
  • Customer-centricity and relationship building.
  • Basic computer knowledge.
  • Good communication skills in English and regional language.

Desired Qualifications and Experience

  • 2.5-3.5 years in sales of insurance, mutual funds, or related fields.
  • Age: 25-30 years.
  • Must own a conveyance.
  • Must own or buy a tablet.

Organizational Structure

  • Channel Head > Zonal Vice President > Asst Vice President > Regional Relationship Manager > Cluster Relationship Manager > Branch Relationship Manager > Senior Relationship Manager.


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