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