Job Title

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 : · 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.