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Senior Officer, Assistant Manager & Deputy Manager – Customer Advisory Team (Female Candidate only)

Max life insurance jobs in india

Website MaxLifeIns Max life insurance co. ltd

Karo Jyada ka Iraada

Max life insurance hiring for Customer Advisory Team – Senior officer | Assistant Manager & Deputy Manager

Max Life Insurance Hiring Deputy Manager – Customer Advisory Team (Delhi – Noida, New Friends Colony, Paschim Vihar) & Agra

Band: 5 B

Reporting to: Area Relationship 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

  1. Establishing and strengthening relationship with the allocated customer base.
  2. Ensure retention of in his/her allocated ”Book of Relations” (existing customer database).
  3. Act as single point of contact for customers for any customer query/complaint.
  4. Identify financial goals of customers and providing financial planning assistance.
  5. Competition Analysis for giving professional advice to customer
  6. Fix  self appointments everyday from the given customer database as per the campaign


  1. Focus on cross-sell & up-sell opportunity in allocated customers.
  2. Ensure successful completion of licensing as per MLI standards

Desired qualification and experience

  • 2 – 3 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. 
  • Minimum 6 months exposure to Life Insurance
  • Age Bracket: 25-32 years

CTC Range: 2 to 4 Lacs 

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