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

Field Job

Full Time

Freshers can apply

Basic English

Job Details

Interview Details

Job highlights

Fast HR reply

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

More about this Relationship Manager job

Max Life Insurance is aggressively hiring for the job profile of Relationship Manager at Delhi-NCR in Sansad Bhavan locality. Kindly go through the FAQs below to get all answers related to the given job. 1. How much salary can I expect? Ans. You can expect a minimum salary of 20,000 INR and can go up to 30,000 INR. The salary offered will depend on your skills, experience and performance in the interview. 2. What is the eligibility criteria to apply for this job? Ans. The candidate should have completed Graduate degree and people who have 0 to 31 years are eligible to apply for this job. You can apply for more jobs in Delhi-NCR to get hired quickly. 3. Is there any specific skill required for this job? Ans. The candidate should have Basic English skills and sound communication skills for this job. 4. Who can apply for this job? Ans. Only Male candidates can apply for this job. 5. Is it a work from home job? Ans. No, it’s not a work from home job and can’t be done online. You can explore and apply for other work from home jobs in Delhi-NCR at apna. 6. Are there any charges or deposits required while applying for the role or while joining? Ans. No work-related deposit needs to be made during your employment with the company. 7. How can I apply for this job? Ans. Go to the apna app and apply for this job. Click on the apply button and call HR directly to schedule your interview. 8. What is the last date to apply? Ans. The last date to apply for this job is 19-May-2024. For more details, download apna app and find Full Time jobs in Delhi-NCR. Through apna, you can find jobs in 74 cities across India. Join NOW!

Job Requirements

Experience

Freshers can apply

Education

Graduate

English Level

Basic English

Skills

Lead Generation, Product knowledge, Cross selling, Direct sales, Team building, Funnel building, Life insurance plans, Customer relationship, Local area network, Insuranse sales

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)

Job Role

Department

Banking / Insurance / Financial Services

Employment Type

Full Time

Role / Category

Life Insurance

Shift

Day Shift

Interview & address details

Company Address

New Delhi, Delhi, India

Interview mode

In person

Interview address

New Delhi, Delhi, India

Job posted by Max Life Insurance

This job has expired

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