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SO, AM, DM @ Axis Max Life

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 SO, AM, DM

Job Description

CAT PRIORITY SPARC - JDJOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company.KEY RESPONSIBILITIESDrive Revenue through Cross sell / Up sell

  • Focus on cross-sell & up-sell opportunity in every lead allocated from HO team
  • Drive productivity measures like lead to conversion ratio.
  • Exceed month on month revenue target & collection target
  • Competition Analysis for giving professional advice to customer
  • Fix self-appointments every day from the given customer database as per the campaign


Customer Service/Retention through relationship management

  • Timely & effectively resolve service requests of customers.
  • Drive renewal collection on allocated base.
  • Ensure retention of his/her allocated Book of Relations (existing customer database).
  • Establishing and strengthening relationship with the allocated customer base.
  • Identify financial goals of customers and providing financial planning assistance.

MEASURES OF SUCCESS

  • TAT adherence for updating System - CSG
  • 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

DESIRED QUALIFICATIONS AND EXPERIENCE

  • Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
  • Minimum 6 months exposure to Life Insurance
  • Age Bracket: 25-32 years
  • Must own a conveyance

KNOWLEDGE / SKILLS / ABILITIES

  • Process & Result orientation
  • Customer centricity & relationship building
  • Basic Computer Knowledge.
  • Good communication skills- English and regional language

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): Ghaziabad

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Keyskills:   Life Insurance Cross Selling Bfsi Sales Cross Sales Direct Sales Banking Products Banking Sales Sales Life Insurance Insurance Field Sales Direct Channel Casa Sales Health Insurance

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₹ 2-4 Lacs P.A

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Axis Max Life

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a joint venture between Max Financial Services Limited (MFSL) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel...