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4.1

based on 5.4k Reviews

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3 Axis Max Life Insurance Senior Officer Jobs

Senior Officer

Max Life Insurance Company Limited

 · 

4.1

 based on 5.4k Reviews

1-3 years

Bangalore / Bengaluru

1 vacancy

Senior Officer

Axis Max Life Insurance

posted 9d ago

Job Role Insights

Flexible timing

Key skills for the job

Customer Service Salesforce Database Management Relationship Management Home Loans Financial Planning and Analysis

+ 4 more

Job Description

JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company.
KEY RESPONSIBILITIES
Drive Revenue through Cross sell / Up sell
  • Focus on cross-sell & up-sell opportunity in every lead allocated from HO team
  • Drive productivity measures like lead to conversion ratio.
  • Exceed month on month revenue target & collection target
  • Competition Analysis for giving professional advice to customer
  • Fix self-appointments every day from the given customer database as per the campaign
Customer Service/Retention through relationship management
  • Timely & effectively resolve service requests of customers.
  • Drive renewal collection on allocated base.
  • Ensure retention of his/her allocated Book of Relations (existing customer database).
  • Establishing and strengthening relationship with the allocated customer base.
  • Identify financial goals of customers and providing financial planning assistance.
MEASURES OF SUCCESS
  • 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 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
DESIRED QUALIFICATIONS AND EXPERIENCE
  • Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
  • Minimum 6 months exposure to Life Insurance
  • Age Bracket 25-32 years
  • Must own a conveyance
KNOWLEDGE / SKILLS / ABILITIES
  • 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 description

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What Senior Officer at Axis Max Life Insurance are saying

3.2
 Rating based on 22 Senior Officer reviews

Likes

Salary and incentive

  • Salary - Excellent
    • +2 more
Dislikes

Work culture and presure

  • Job security - Bad
    • +3 more
Read 22 Senior Officer reviews

Senior Officer salary at Axis Max Life Insurance

reported by 79 employees with 1-5 years exp.
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₹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
52%
46%
54%
99%
Flexible timing
Monday to Saturday
Within city
Day Shift
View more insights

Axis Max Life Insurance Benefits

Job Training
Soft Skill Training
Health Insurance
Work From Home
Team Outings
Education Assistance +6 more
View more benefits

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