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Axis Max Life Insurance
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Assistant Manager - CAT - Elite

Assistant Manager - CAT - Elite

Axis Max Life Insurance

5 - 14 years

4 - 5 Lacs

Patna

Posted:2 hours ago| Platform:

Apply

Skills Required

Direct sales Sales Financial markets EDMS financial products Business planning Customer relationship Customer complaints Salesforce

Work Mode

Work from Office

Job Type

Full Time

Job Description

Position

RM/PRM/SPRM

No. of Positions

Department

Direct Sales Force

Function

Elite

Reporting to

Cluster Manager - Elite

Band

5/5A/5B

Location

Comp.

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
Ensure that the customers are aware of the offering and do not have any confusion regarding the same

Perform Service Request Calls

Keep records of customer interactions, process customer accounts and file documents
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
Identify and assess customers needs to achieve satisfaction

Essential qualifications and experience

Certifications in Financial markets Like - AMFI / CFP , Gender - Female (Preferred)
Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers

Competence required

Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers

Position

RM/PRM/SPRM

No. of Positions

Department

Direct Sales Force

Function

Elite

Reporting to

Cluster Manager - Elite

Band

5/5A/5B

Location

Comp.

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
Ensure that the customers are aware of the offering and do not have any confusion regarding the same

Perform Service Request Calls

Keep records of customer interactions, process customer accounts and file documents
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
Identify and assess customers needs to achieve satisfaction

Essential qualifications and experience

Certifications in Financial markets Like - AMFI / CFP , Gender - Female (Preferred)
Minimum 3 Yrs. of experience in selling multiple financial products to affluent and HNI customers

Competence required

Good Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers

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Assistant Manager - CAT - Elite

Experience & Salary

Skills Required

Work Mode

Job Type

Job Description

Position

Department

Function

Reporting to

Band

Location

Comp.

Key Responsibilities

Maintain Customer Relationship

Campaign Calling

Perform Service Request Calls

Essential qualifications and experience

Competence required

Position

Department

Function

Reporting to

Band

Location

Comp.

Key Responsibilities

Maintain Customer Relationship

Campaign Calling

Perform Service Request Calls

Essential qualifications and experience

Competence required

More Jobs at Axis Max Life Insurance