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Max Financial Services Looking for Assistant Manager – Customer Advisory Team at Ranchi

Max Financial Services

Job Description

 

About Max Life Insurance Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited Max Financial Services Ltd is a part of the Max Group an Indian multi business corporation Max Life offers comprehensive protection and long-term savings life insurance solutions through its multichannel distribution including agency and third party distribution partners Max Life has built its operations over almost two decades through need-based sales process a customer-centric approach to engagement and service delivery and trained human capital As per public disclosures during the financial year 2019-20 Max Life achieved gross written premium of Rs 16 184 crore As on 31st March 2020 the Company had Rs 68 471 crore of assets under management AUM and a Sum Assured in Force of Rs 913 660 crore For more information please visit the Company s website a t We Stand for Caring A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives eliminates biases to promote meritocracy A coach who inspires people to excel and sets a culture of high performance Collaboration A boundary-less leader who is capable of identifying leveraging expertise of team members for superlative outcomes thus delivers to the organization s ask A leader who addresses challenges with a solution oriented approach to create win-win partnerships within outside teams through inspired cooperation and teamwork Customer Obession A leader who embodies Customer and keeps him at the core of all deliverables Proactively anticipate customer needs and implement strategies to provide best in class customer experience Growth Mindset An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality A leader who challenges the status quo takes bold creative actions to manage complex issues achieve high impact goals by pushing self and others and raise the bar on performance People Leadership A people s leader who inspires their teams to stretch themselves and achieve their true potential A leader who create leaders by coaching empowering motivating them to deliver superior business outcomes Direct customer service and sales to existing MLI customers through relationship building Existing Customer database will be provided by company KEY RESPONSIBILITIES Service through relationship management 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 Sales Focus on cross-sell up-sell opportunity in allocated customers and walk-ins 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 foundit

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