Senior Officer
- Axis Max Life
- 0 - 2 years
- Ahmedabad
- 3 days ago
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Job Description
Job Description
Incumbent
Position
Senior Officer
1
Department
Reporting to
Customer Advisory Team
Area Relationship Manager
Function
Service to Sales
Band
5
Location
Team size (D/I)
NA
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by
company (called the Book of Relations- BoR).
KEY RESPONSIBILITIES
Measures of Success
TAT adherence for updating System -
CRM Next
Service through relationship management
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)
Establishing and strengthening relationship with the allocated customer
base.
Ensure retention of customers in his/her allocated Book of Relations
(existing customer database).
Act as single point of contact for customers for any customer
query/complaint.
Identify financial goals of customers and providing financial planning
assistance.
Competition Analysis for giving professional advice to customer
Fix self appointments everyday from the given customer database as per the
campaign
Successfully score >=80% in the
Functional Trainings imparted
Sales
Focus on cross-sell & up-sell opportunity in allocated customers.
Key Relationships (Internal /External)
Ensure successful completion of licensing as per MLI standards
Internal
HR/Trainers/Supervisors/Peers
External- Customers
Key competencies/skills required
Process & Result orientation
Customer centricity & relationship
building
Basic Computer Knowledge.
Good communication skills- English
and regional language
Desired qualification and experience
0 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 20-25 years
Must own a conveyance
Good communication skills
Org Chart
Channel Head Zonal Vice President Asst Vice President Regional Relationship Manager Cluster Relationship Manager
Area Relationship Manager Relationship Manager Deputy Manager Assistant Manager Senior Officer
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: Life InsuranceRole: Insurance Sales / BD ManagerEmployement Type: Full timeContact Details:
Company: Axis Max LifeLocation(s): Ahmedabad
Keyskills: Field Sales Communication Skills Sales Life Insurance Direct Channel Sales Insurance Sales Convincing Power
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