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Senior Officer
Max Life Insurance
posted 7d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- Establishing and strengthening relationship with the allocated customer base.
- Ensure retention of customers 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
- 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
- Internal - HR/Trainers/Supervisors/Peers
- External- Customers
- Process & Result orientation
- Customer centricity & relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
- 0 - 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Age Bracket 20-25 years
- Must own a conveyance
- Good communication skills
Employment Type: Full Time, Permanent
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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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