Max Life Insurance jobs - Relationship Manager Direct Sales

Direct customer service and sales to existing MLI customers through relationship building. The existing Customer database will be provided by The company (called the Book of Relations- BoR).

KEY RESPONSIBILITIES:

•  Service through relationship management.
•  Establishing and strengthening relationships with the allocated customer base.
•  Ensure retention of his/her allocated book of relations (existing customer database).
•   Act as the single point of contact for customers for any customer query/complaint.
•   Identifying the financial goals of customers and providing financial planning assistance.
•   Competition Analysis for giving professional advice to customers.
•   Fix self-appointments daily from the given customer database per the campaign.
•   Team Development (Subject to assessment).

SALES:

Focus on cross-sell & up-sell Opportunities in allocated customers.

Ensure successful completion of licensing as per MLI standards.

Job Type: Permanent

No of Vacancy: 01

Education Qualification: Any Specialization

Industry: Insurance

Functional Area: Sales, Retail, Business Development (Sales / BD Manager)

Summary: We, at Max Life Insurance, constantly try to create solutions to make life insurance plans easy, affordable, and suitable for every stage of your life. At the same time, each day, we are working to make the claims process quick and simpler for your family.

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