Max Life Insurance Looking for Premiere Relationship Manager at Jamshedpur

Job Description

 Position RM PRM SPRM No of Positions Department Direct Sales Force Function CAT-Elite Reporting to Cluster Manager – Elite Band 5 5A 5B 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 Position RM PRM SPRM No of Positions Department Direct Sales Force Function CAT-Elite Reporting to Cluster Manager – Elite Band 5 5A 5B 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 Max Life Insurance