Assistant Manager

2 weeks ago

Bengaluru, Karnataka, India Max New York Life insurance Co Ltd Full time ₹ 5,00,000 - ₹ 12,00,000 per year
Job Description

Career Opportunities Position

AM - Customer Advisory Team
Asst Manager- 5A

Department

Customer Advisory Team

Reporting to

Area Relationship Management

JOB SUMMARY

Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).

KEY RESPONSIBILITIES

Service through relationship management

  • Establishing and strengthening relationship with the allocated customer base.

  • Ensure retention of in his/her allocated Book of Relations (existing customer database).

  • Act as a single point of contact for customers for any customer query/complaint.

  • Identify financial goals of customers and providing financial planning assistance.

  • Competition Analysis for giving professional advice to customers.

  • Fix self-appointments every day from the given customer database as per the campaign.

Sales

  • Focus on cross-sell & up-sell opportunity in allocated customers.
  • Ensure successful completion of licensing as per MLI standards.
MEASURES OF SUCCESS
  • TAT adherence for updating System - CRM Next.
  • Successful completion of cross-sell/ up-sell 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.

  • More than 90 PERCENT attendance (of total working days).
  • Successfully score >=80 PERCENT in the Functional Trainings imparted.
DESIRED QUALIFICATIONS AND EXPERIENCE

Assistant Manager - Customer Advisory Team:

  • 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.

Locations

Bangalore, KA, IN

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