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).
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
- Focus on cross-sell & up-sell opportunity in allocated customers.
- 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