Associates Manager

Hiyamee Pvt Ltd

Job description

Urgent Opening in MAX Life insurance company, we are looking candidates who have experience in life insurance/Banking sales.

Female Candidates Required- with Good Stability (Vehicle Required)

Position Name: Senior Officer (Direct Channel)

Highest Qualification: Graduation/Post Graduate more preferable.

Experience Required: 6 Months in life insurance sales/Banking sales/Vehicle is compulsory for this job role.

JD for the AM role in MAX Life insurance company.

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 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:

- 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.

Minimum 6 months exposure to Life.

• Experience

  0 - 6 Years

• No. of Openings

  5

• Education

  Any Bachelor Degree

• Role

  Associate Project Manager

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office