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Senior Officer
Axis Max Life Insurance
posted 5mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Position
Senior Officer
Incumbent 1
Department
Direct Sales Force
Function
Reporting to
Branch Relationship Manager
Band
5
Location
Team size (D/I)
NA 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
- 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
Sales
- Focus on cross-sell up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards
Measures of Success
- 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
Key Relationships (Internal /External)
- Internal - HR/Trainers/Supervisors/Peers
- External- Customers
Key competencies/skills required
- Process Result orientation
- Customer centricity relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
Desired qualification and experience
- 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
Position
Senior Officer
Incumbent 1
Department
Direct Sales Force
Function
Reporting to
Branch Relationship Manager
Band
5
Location
Team size (D/I)
NA 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
- 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
Sales
- Focus on cross-sell up-sell opportunity in allocated customers.
Ensure successful completion of licensing as per MLI standards
Measures of Success
- 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
Key Relationships (Internal /External)
- Internal - HR/Trainers/Supervisors/Peers
- External- Customers
Key competencies/skills required
- Process Result orientation
- Customer centricity relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
Desired qualification and experience
- 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
Functional Areas: Banking/Insurance
Read full job descriptionPrepare for Senior Officer roles with real interview advice
Top Axis Max Life Insurance Senior Officer Interview Questions
Q1. tax slabs and why anyone should buy a insurance policy rather then Invest in FD
asked in
Sales Manager interview
Q2. how to motivate other persons to sell a insurance policy.
asked in
Sales Manager interview
Q3. Can you handle pressure as there will be lot of pressure?
asked in
Aadm interview
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 5.4k 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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