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Axis Max Life Insurance
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Relationship Manager

Relationship Manager

Axis Max Life Insurance

1 - 5 years

3 - 7 Lacs

Hyderabad

Posted:1 week ago| Platform:

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Skills Required

Relationship management Direct sales Sales Financial markets EDMS financial products Client servicing Customer relationship Customer complaints Revenue generation

Work Mode

Work from Office

Job Type

Full Time

Job Description

Job Description

Position

RM/PRM/SPRM/EPRM

No. of Positions

Department

Direct Sales Force

Function

CAT-Elite

Reporting to

Cluster Manager

Band

5/5A/5B/4

Location

Comp.

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 Description

Position

RM/PRM/SPRM/EPRM

No. of Positions

Department

Direct Sales Force

Function

CAT-Elite

Reporting to

Cluster Manager

Band

5/5A/5B/4

Location

Comp.

Job Summary

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

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