Max Life Insurance Company Limited

Job | Premium Relationship

Max Life Insurance Company Limited
300000 - 400000 P.A.
1-6 Years Full Time

Vacancy: Not Disclosed Posted: 2 years ago Applicants: 1
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Job Description

Role:- Premium Relationship Manager

Channel:- Customer Advisory Team (LEAD BASED CHANNEL)

Job Location:- Gurgaon Sector 15

.Salary:- 25-30% Hike based on Interview.

Key Responsibilities:

  • Maintain Customer Relationship.
  • Build sustainable relationships and trust with the 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 customer's needs to achieve satisfaction.

Essential Qualifications and experience:

  • Certifications in Financial markets Like - AMFI /
  • Minimum 2 Yrs. of experience in selling multiple financial products to affluent and HNI customers

Competence required: ,

  • Experience in selling multiple financial products,
  • Interpersonal communication, Customer centricity,
  • Experience in sales verticals dealing with HNI customers






Skills Required: Sales,LI