Senior Relationship Manager

4 weeks ago


Bengaluru, Karnataka, India Max Life Insurance Full time

Job Title: Senior Relationship Manager

Job Summary: We are seeking a highly skilled Senior Relationship Manager to join our team at Max Life Insurance. As a Senior Relationship Manager, you will be responsible for establishing and strengthening relationships with our customers, ensuring retention of our existing customer base, and providing financial planning assistance.

Key Responsibilities:

  • Establish and strengthen relationships with allocated customer base.
  • Ensure retention of allocated customer base.
  • Act as single point of contact for customers for any customer query/complaint.
  • Identify financial goals of customers and provide financial planning assistance.
  • Conduct competition analysis to provide professional advice to customers.
  • Fix self-appointments daily from the given customer database as per the campaign.
  • Develop and lead a team (subject to assessment).

Sales:

  • Focus on cross-sell and up-sell opportunities in allocated customers.
  • Ensure successful completion of licensing as per MLI standards.

Measures of Success:

  • Adhere to TAT for updating System - CRM Next.
  • Successfully complete cross-sell/up-sell business goals month on month.
  • Collect payment/premium from 91-180 days due policies.
  • Resolve customer complaints and improve customer satisfaction.
  • Achieve retention targets.
  • Conduct more than 45 unique customer meetings in a month.
  • Attend more than 90% of total working days.
  • Score 80% or higher in functional trainings.

Key Relationships:

  • Internal: HR, Trainers, Supervisors, Peers.
  • External: Customers.

Key Competencies/Skills:

  • Process and result orientation.
  • Customer-centricity and relationship building.
  • Basic computer knowledge.
  • Good communication skills in English and regional language.

Desired Qualification and Experience:

  • 2.5-3.5 years of experience in sales of insurance, mutual funds, CASA, investments, loans, or real estate.
  • Age bracket: 25-30 years.
  • Must own a conveyance.
  • Must own or buy a tablet.

Org Chart:

Channel Head à Zonal Vice President à Asst Vice President à Regional Relationship Manager à Cluster Relationship Manager à Branch Relationship Manager à Senior Relationship Manager



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