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Assistant Manager @ Axis Max Life

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 Assistant Manager

Job Description

Job DescriptionPositionS0/ AM/ DMNo. of Positions DepartmentDirect Sales ForceFunctionCAT-EliteReporting toBranch Relationship ManagerBand5/5A/5BLocation-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
GraduateGood 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: Life Insurance - Other
Employement Type: Full time

Contact Details:

Company: Axis Max Life
Location(s): Patna

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Keyskills:   Life Insurance Field Sales Direct Channel Sales

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₹ 50,000-3 Lacs P.A

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