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Senior Officer
Axis Max Life Insurance
posted 8hr ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.
Service through relationship management
- Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of his/her allocated Book of Relations (existing customer database).
- Act as single point of contact for customers for any customer walk-in/query/complaint.
- Identify financial goals of customers and providing financial planning assistance.
- Competition Analysis for giving professional advice to customer
- Fix self-appointments every day from the given customer database as per the campaign
Sales
- Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins
MEASURES OF SUCCESS
- TAT adherence for updating System - CSG
- 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
- Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months exposure to Life Insurance
- Age Bracket 25-32 years
- Must own a conveyance
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.
Service through relationship management
- Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of his/her allocated Book of Relations (existing customer database).
- Act as single point of contact for customers for any customer walk-in/query/complaint.
- Identify financial goals of customers and providing financial planning assistance.
- Competition Analysis for giving professional advice to customer
- Fix self-appointments every day from the given customer database as per the campaign
Sales
- Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins
MEASURES OF SUCCESS
- TAT adherence for updating System - CSG
- 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
- Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months exposure to Life Insurance
- Age Bracket 25-32 years
- Must own a conveyance
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
Employment Type: Full Time, Permanent
Read full job descriptionPrepare for Senior Officer roles with real interview advice
What people at Axis Max Life Insurance are saying
Rating based on 22 Senior Officer
reviews
Anonymous · BFSI, Investments & Trading
in Patna
Likes
Salary and incentive
- Salary - Excellent
+2 more
Dislikes
Work culture and presure
- Job security - Bad
+3 more
Senior Officer salary at Axis Max Life Insurance
reported by
79
employees
with 1-5
years exp.
₹1.8
L/yr - ₹3.1
L/yr
52%
less
than the average Senior Officer Salary in India
View more details
What Axis Max Life Insurance employees are saying about work life
based on 5.3k employees
Flexible timing
Monday to Saturday
Within city
Day Shift
Axis Max Life Insurance Benefits
Job Training 
Soft Skill Training 
Health Insurance 
Work From Home 
Team Outings 
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