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Home
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Jobs in Navi Mumbai
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Axis Max Life Insurance
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AM/DM/Senior Officer

AM/DM/Senior Officer

Axis Max Life Insurance

2 - 4 years

2 - 4 Lacs

Navi Mumbai Maharashtra India

Posted:1 week ago| Platform: Foundit logo

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Skills Required

POSH compliance Documentation Consequence management Hr Policies internal investigations

Work Mode

On-site

Job Type

Full Time

Job Description

Direct customer service and sales to existing MLI customers through relationship building. Customer leads will be provided by company.

KEY RESPONSIBILITIES

Drive Revenue through Cross sell / Up sell

Focus on cross-sell & up-sell opportunity in every lead allocated from HO team
Drive productivity measures like lead to conversion ratio.
Exceed month on month revenue target & collection target
Competition Analysis for giving professional advice to customer
Fix self-appointments every day from the given customer database as per the campaign

Customer Service/Retention through relationship management

Timely & effectively resolve service requests of customers.
Drive renewal collection on allocated base.
Ensure retention of his/her allocated Book of Relations (existing customer database).
Establishing and strengthening relationship with the allocated customer base.
Identify financial goals of customers and providing financial planning assistance.

MEASURES OF SUCCESS

TAT adherence for updating System - CSG
Successful completion of cross-sell/ up-sell Business Goals month on month
Collection of payment/premium from 91-180 days due policies
Complaint Resolution /Customer satisfaction
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

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