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Senior Officer
Max Life Insurance
posted 2mon 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
People are getting interviews at Max Life Insurance through
People are getting interviews through
(based on 194 Max Life Insurance interviews)
Job Portal
Referral
Walkin
Recruitment Consultant
Company Website
Campus Placement
31%
25%
9%
5%
3%
2%
25% candidates got the interview through other sources.
High
Confidence
?
High Confidence means the data is based on a large number of responses received from the candidates.
What people at Max Life Insurance are saying
Rating based on 22 Senior Officer
reviews
Anonymous · Enterprise & B2B Sales
in Ahmedabad
Likes
Nothing to like here
Dislikes
Verry bad experience in this company
Read 22 reviewsSenior Officer salary at Max Life Insurance
reported by
83
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 Max Life Insurance employees are saying about work life
based on 5.1k employees
Flexible timing
Monday to Saturday
Within city
Day Shift
Max Life Insurance Benefits
Job Training 
Soft Skill Training 
Health Insurance 
Work From Home 
Team Outings 
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Max Life Insurance - Chief Manager - Data Visualization Tools (7-8 yrs)
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