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Field sales-Elite channel @ Axis Max Life

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 Field sales-Elite channel

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.

Job Classification

Industry: Insurance
Functional Area / Department: Sales & Business Development
Role Category: Retail & B2C Sales
Role: Field Sales Executive
Employement Type: Full time

Contact Details:

Company: Axis Max Life
Location(s): Delhi, NCR

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Keyskills:   Sales Bfsi Sales Field Sales Insurance Sales

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₹ -4 Lacs P.A

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Axis Max Life