Senior Officer

4 days ago

Patna, Bihar, India Max New York Life insurance Co Ltd Full time ₹ 2,50,000 - ₹ 7,50,000 per year
Job Description

Position

S0/ AM/ DM

No. of Positions Department

Direct Sales Force

Function

CAT-Elite

Reporting to

Branch Relationship Manager

Band

5/5A/5B

Location
Comp. Job Summary

Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele.

Key Responsibilities: Maintain Customer Relationship
  • Build sustainable relationships and trust with customer via open and interactive communication.
  • Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan.
  • Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.).
  • Perform annual protection review calls as per the timelines.
Campaign Calling
  • Perform Segmented product based campaigns including GLIP, SWP, FWP and others.
Perform Service Request Calls
  • Keep records of customer interactions and ensuring timely processing of client service request.
  • Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution.
  • Provide accurate, valid and complete information by using the right methods/tools.
  • Ensuring business hygiene by controlling vectors like 13th month persistency, incident rate and free-looking etc.
Essential Qualifications

Graduate

Good to Have:
  • Certifications in Financial markets like - AMFI/CFP, Gender Female (Preferred).
  • Minimum 1 Yrs. of experience in selling any financial products.
Competence required:
  • Good Communication (Verbal & Written).
  • Experience in selling multiple financial products.
  • Interpersonal communication.
  • Customer centricity.
  • Experience in sales verticals dealing with HNI customers.
Locations

Patna, BR, IN

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