Assistant Manager - Customer Advisory Team Job in Max Financial Services Limited

Job Description

Career Opportunities

Position

AM - Customer Advisory Team

Asst Manager- 5A

Department

Customer Advisory Team

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.

Ensure retention of in his/her allocated _x009d_Book of Relations_x009d_ (existing customer database).

Act as 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 customer

Fix self appointments everyday 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 91-180 days due policies

Complaint Resolution /Customer satisfaction

Achievement of Retention Targets.

> 45 unique customer meetings in a month

More than 90% attendance (of total working days)

Successfully score >=80% in the Functional Trainings imparted

DESIRED QUALIFICATIONS AND EXPERIENCE

Assistant Manager - Customer Advisory Team:

1.5 - 2 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.