SO / AM
- Axis Max Life
- 0 - 5 years
- Pune
- 9 days ago
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Job Description
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
- 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: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: Life InsuranceRole: Life Insurance - OtherEmployement Type: Full timeContact Details:
Company: Axis Max LifeLocation(s): Pune+ View Contact
Keyskills: Sales
Fraud Alert to job seekers!
₹ 2-3.5 Lacs P.A
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