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Sales Officer/ Assistant manager/ Deputy manager @ Axis Max Life

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 Sales Officer/ Assistant manager/ Deputy manager

Job Description

Position: S0/ AM/ DM


Department : Direct Sales Force


Function: CAT-Elite

Reporting to: Branch Relationship Manager


Band: 5/5A/5B


Job Summary:


Is responsible for generating revenue by focusing 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

Job Classification

Industry: Insurance
Functional Area / Department: BFSI, Investments & Trading
Role Category: Life Insurance
Role: Insurance Sales / BD Manager
Employement Type: Full time

Contact Details:

Company: Axis Max Life
Location(s): Hyderabad

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Keyskills:   Sales Life Insurance Sales Life Insurance

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₹ -4 Lacs P.A

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Axis Max Life

\n\nBandhan Bank Ltd. is an Indian banking and financial services company, headquartered in Kolkata, West Bengal. Bandhan Bank is present in 34 out of 36 states and Union Territories of India. Presently Bandhan Bank has 5,371 banking outlets pan-India serving more than 2.30 crore customers. On 17 Ju...