Add office photos
i
Max Life Insurance
Compare
All Filters
10 Max Life Insurance Relationship Manager Jobs
Relationship Manager
Max Life Insurance
posted 2d 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 his/her allocated Book of Relations (existing customer database).
- Act as single point of contact for customers for any customer walk-in/query/complaint.
- Identify financial goals of customers and providing financial planning assistance.
- Competition Analysis for giving professional advice to customer
- Fix self-appointments every day from the given customer database as per the campaign
- Focus on cross-sell up-sell opportunity in allocated customers and walk-ins
- TAT adherence for updating System - CSG
- Successful completion of cross-sell/ up-sell Business Goals month on month
- Collection of payment/premium from 91-180 day 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
- Process Result orientation
- Customer centricity relationship building
- Basic Computer Knowledge.
- Good communication skills- English and regional language
Employment Type: Full Time, Permanent
Read full job descriptionMax Life Insurance Interview Questions & Tips
Prepare for Max Life Insurance Relationship Manager roles with real interview advice
Top Max Life Insurance Relationship Manager Interview Questions
What Relationship Manager at Max Life Insurance are saying
Rating based on 108 Relationship Manager
reviews
Anonymous · Customer Success
in Bathinda, Punjab
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
Some salary and incentives
Read 108 reviewsRelationship Manager 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 
Compare Max Life Insurance with
ICICI Prudential Life Insurance
HDFC Life
SBI Life Insurance Company
Bajaj Allianz Life Insurance
Kotak Mahindara Life Insurance
Reliance Nippon Life Insurance
Tata AIA Life Insurance
Aditya Birla Sun Life Insurance
PNB MetLife
Life Insurance Corporation of India
ICICI Lombard General Insurance Company
HDFC Ergo General Insurance
Bajaj Allianz General Insurance
Cholamandalam MS General Insurance
Gallagher
Care Health Insurance
Star Health & Allied Insurance
SBI General Insurance
Star Union Dai-ichi Life Insurance
Shriram Life Insurance
Similar Jobs for you
