Relationship Manager
Max Life Insurance
Relationship Manager
Max Life Insurance
New Delhi
₹20,000 - ₹30,000 monthly*
Fixed
₹20000 - ₹28000
Average Incentives*
₹2,000
Earning Potential
₹30,000
You can earn more incentive if you perform well
Job Details
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64 applicants
Benefits include: PF
Job Description
Hello Candidates,
We have urgent openings for the position of Relationship Manager & Premier Relationship Manager and Senior Officer & Associate Manager for Direct Sales -Loyalty Channel in Max Life Insurance Co. Ltd.
Locations : Noida , Delhi (New friends Colony & kailash Colony) Paschim Vihar, Moti Nagar, Faridabad, Ghaziabad, Gurgaon.
Salary : 3 Lpa to 3.8 Lpa ( Depending upon the Exps of the Candidate)
Experience- Minimum 6 months in Life insurance for PRM - Preferred from Direct channel & Banca Channel.
Job Description
Position RM/PRM/SPRM No. of
Positions
Department Direct Sales Force Function Elite
Reporting to Cluster Manager - Elite Band 5/5A/5B
Location - Comp.
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
Ensure that the customers are aware of the offering and do not have any confusion regarding the same
Perform Service Request Calls
Keep records of customer interactions, process customer accounts and file documents
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
Identify and assess customers’ needs to achieve satisfaction
Essential qualifications and experience:
Certifications in Financial markets Like - AMFI / CFP , Gender – Female (Preferred)
Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers
Competence required:
Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication,
Customer centricity, Experience in sales verticals dealing with HNI customers
JOB dESCRIPTION FOR ASSOCIATE MANAGER.
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
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.
JOB SUMMARY FOR
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 customers 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
Thanks & Regards,
Trushali Boricha
Job role
Department
Banking / Insurance / Financial Services
Role / Category
Life Insurance
Employment type
Full Time
Shift
Day Shift
Job requirements
Experience
Any experience
Education
Graduate
Skills
Lead Generation, Product knowledge, Cross selling, Direct sales, Team building, Funnel building, Life insurance plans, Customer relationship, Local area network, Insuranse sales
English level
Basic English
Degree/ Specialisation
B.Com (Hons.) in Banking and Finance, Bachelor in Banking And Insurance, B.Com in Sales and Marketing/ Banking and Finance/ Banking and Insurance (Atleast one)
Age limit
25 - 40 years
Gender
Male
About company
Name
Max Life Insurance
Address
New Delhi, Delhi, India
Job posted by Max Life Insurance
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