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Senior Officer
Max Life Insurance
posted 2mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- 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
- Perform Segmented product based campaigns including GLIP, SWP, FWP and others
- Keep records of customer interactions and ensuring timely processing of client service request
- 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
- Ensuring business hygiene by controlling vectors like 13th month persistency, incident rate and free-looking etc
- Graduate
- Certifications in Financial markets like - AMFI/CFP, Gender - Female (Preferred)
- Minimum 1 Yrs. of experience in selling any financial products
- Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers
Employment Type: Full Time, Permanent
Functional Areas: Other
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(based on 194 Max Life Insurance interviews) What people at Max Life Insurance are saying
Rating based on 22 Senior Officer
reviews
Anonymous · Enterprise & B2B Sales
in Ahmedabad
Nothing to like here
Verry bad experience in this company
Read 22 reviewsSenior Officer salary at Max Life Insurance
What Max Life Insurance employees are saying about work life
Max Life Insurance Benefits
Job Training 
Soft Skill Training 
Health Insurance 
Work From Home 
Team Outings 
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