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5 Max Life Insurance Relationship Manager Jobs
Relationship Manager
1-5 years
Hyderabad / Secunderabad
1 vacancy
Relationship Manager
Max Life Insurance
posted 3mon ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele.
Key Responsibilities
Maintain Customer Relationship
- 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
Campaign Calling
- Perform Segmented product based campaigns including GLIP, SWP, FWP and others
Perform Service Request Calls
- 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.
Essential Qualifications
- Graduate
Good to Have
- Certifications in Financial markets like - AMFI/CFP, Gender - Female (Preferred)
- Minimum 1 Yrs. of experience in selling any financial products
Competence required
- Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers
Position
RM/PRM/SPRM/EPRM
No. of Positions Department
Direct Sales Force
Function
CAT-Elite
Reporting to
Cluster Manager
Band
5/5A/5B/4
Location
-
Comp.
Job Summary
Is responsible for generating revenue by focussing on Service to sales through relationship management, sales productivity-per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele.
Key Responsibilities
Maintain Customer Relationship
- 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
Campaign Calling
- Perform Segmented product based campaigns including GLIP, SWP, FWP and others
Perform Service Request Calls
- 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.
Essential Qualifications
- Graduate
Good to Have
- Certifications in Financial markets like - AMFI/CFP, Gender - Female (Preferred)
- Minimum 1 Yrs. of experience in selling any financial products
Competence required
- 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: Sales
Read full job descriptionMax Life Insurance Interview Questions & Tips
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Top Max Life Insurance Relationship Manager Interview Questions
Q1. How married women act is beneficial for Bussiness men
asked in
Relationship Manager interview
What Relationship Manager at Max Life Insurance are saying
Rating based on 114 Relationship Manager
reviews
Anonymous · Customer Success, Service & Operations
in Bathinda
Likes
Great palace to work, supervisor's/hierarchy level staff is friendly, great work and personal life balance, only issue is salary/insensitive is less as early I had expected
- Skill development - Good+4 more
Dislikes
Some salary and incentives
Relationship Manager salary at Max Life Insurance
reported by
485
employees
₹1.1
L/yr - ₹7
L/yr
7%
less
than the average Relationship Manager Salary in India
View more details
What Max Life Insurance employees are saying about work life
based on 5.2k 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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