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Max Life Insurance

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4.1

based on 5.3k Reviews

5 Max Life Insurance Relationship Manager Jobs

Relationship Manager - CBG

Max Life Insurance Company Limited

4.1

based on 5.3k Reviews

3-6 years

₹ 4.8 - 6.3L/yr (AmbitionBox estimate)

Mumbai

1 vacancy

Relationship Manager - CBG

Max Life Insurance

posted 9hr ago

Job Role Insights

Flexible timing

Key skills for the job

Private Banking Salesforce UPS Penetration Testing Relationship Management Training

+ 1 more

Job Description

KEY RESPONSIBILITIES

Will be responsible for meeting sales target through Bank s FOS.
Will be responsible for maintaining relationships with all constituents in the Bank Branch
Keeping accurate record of referrals received form all constituents in the bank branch.
Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
Shall approach him/herself at least 5 new customers in the bank branch each day.

Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base.
Drive effectively the Reward and recognition programs launched for the bank staff.
Shall train the bank staff regularly on concepts in life insurance and new product introductions.

MEASURES OF SUCCESS

- Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
- Relationship with Bank Branch Manager
- Effective Lead generation and meet value / number targets

Employment Type: Full Time, Permanent

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What Relationship Manager at Max Life Insurance are saying

4.1

Rating based on 118 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