Assistant Manager

23 hours ago

Lucknow, Uttar Pradesh, India Max New York Life insurance Co Ltd Full time ₹ 24,000 - ₹ 48,000 per year
Job Description

Career Opportunities Position

Assistant Manager / Deputy Manager

CTC Range

2.20 to 3.80 LPA

Department

Direct Sales Force - Loyalty

Reporting to

Branch 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 (existing customer database).
    • Act as a single point of contact for customers for any customer query/complaint.
    • Identify financial goals of customers and provide 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 opportunities 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 91-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 Training imparted
DESIRED QUALIFICATIONS AND EXPERIENCE
  • years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
  • Age Bracket: 22-30 years
KNOWLEDGE / SKILLS / ABILITIES
  • Process & Result orientation
  • Customer centricity & relationship building
  • Basic Computer Knowledge
  • Good communication skills - English and regional language
Locations

Lucknow, UP, IN

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