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Assistant Manager @ Axis Max Life

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 Assistant Manager

Job Description

KEY RESPONSIBILITIES

Service through relationship management

  • Establishing and strengthening relationship with the allocated customer base.
  • Ensure retention of 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

Sales

  • Focus on cross-sell & up-sell opportunity in allocated customers.

Ensure successful completion of licensing as per MLI standards

MEASURES OF SUCCESS

  • TAT adherence for updating System - CRM Next
  • 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

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): Nashik

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Keyskills:   Sales Life Insurance Target Achievement Life Insurance Direct Channel Sales Insurance Sales

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Axis Max Life