Deputy Manager - CAT - Loyalty

Axis Max Life Insurance Limited; West Bengal; On-site; INR 300,000 - 420,000; Full time

Job summary

Axis Max Life Insurance Limited, a joint venture between Max Financial Services Limited and Axis Bank Limited, seeks aDM - Customer Advisory Team / Asst Manager- 5B to service and grow the existing BoR. You will work with the Customer Advisory Team under Branch Relationship Management to guide clients toward financial goals.

The role emphasizes relationship management, cross-selling opportunities, and accurate CRM updates across the Book of Relations, with a focus on delivering personalized

Qualifications

• 1.5–2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
• Minimum 6 months exposure to Life Insurance.
• Age bracket: 25–30 years.
• Must own a conveyance.

Responsibilities

• Direct customer service and sales to existing MLI customers through relationship building.
• Maintain and strengthen relationship with the allocated customer base.
• Ensure retention of the existing Book of Relations (BoR).
• Act as single point of contact for customers for queries/complaints.
• Identify financial goals and provide financial planning assistance.
• Provide professional advice after competition analysis.
• Fix self-appointments daily from the customer database per campaign.
• Focus on cross-sell and up-sell opportunities within allocated customers.
• Ensure licensing is completed per MLI standards.

Skills

Relationship building

Communication skills

Digital literacy

Customer focus

Education

1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate

Minimum 6 months exposure to Life Insurance

Age Bracket: 25-30 years

Must own a conveyance

Job description

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 distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery, and a well-trained human capital.

Axis Max Life has been consistently ranked among the best workplaces by the GPTW Institute, reflecting its commitment to creating a positive and empowering work environment.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

Job Description

Position

DM - Customer Advisory Team

Asst Manager- 5B

Department

Customer Advisory Team

Reporting to

BranchRelationship Management

JOB SUMMARY

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

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
• 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
• 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

Assistant Manager - Customer Advisory Team:

• 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
• Minimum 6 months exposure to Life Insurance
• Age Bracket: 25-30 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

Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.