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3.0 - 6.0 years

3 - 6 Lacs

delhi, india

On-site

Max Life Insurance Company Limited is looking for Deputy Manager to join our dynamic team and embark on a rewarding career journey. Assist the Manager in the day- to- day operations of the business, including setting goals, developing strategies, and overseeing the work of team members Take on leadership responsibilities as needed, including managing team members and making decisions in the absence of the Manager Identify and address problems or challenges within the business, and develop and implement solutions Collaborate with other departments and teams to ensure smooth and efficient operations Maintain accurate records and documentation Contribute to the development and implementation of business plans and goals Role: Treasury Manager Industry Type: Insurance Department: Finance & Accounting Employment Type: Full Time, Permanent Role Category: Treasury

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1.0 - 3.0 years

1 - 2 Lacs

kanpur, uttar pradesh, india

On-site

Direct customer service and sales to existing MLI customers through relationship building. ExistingCustomer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins 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 DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 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 Role: Regional Sales Manager (B2C) Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Retail & B2C Sales

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1.0 - 2.0 years

1 - 2 Lacs

chennai, tamil nadu, india

On-site

A Relationship Associate in Bancassurance is a role within the banking sector that focuses on building and maintaining relationships with customers in relation to insurance products and services offered by the bank Bancassurance refers to the distribution of insurance products through banks, leveraging their existing customer base and distribution channels Here are the key responsibilities of a Relationship Associate in Bancassurance:Customer Relationship Management: Relationship Associates in Bancassurance establish and maintain strong relationships with bank customers They engage with customers to understand their insurance needs, provide information about available insurance products, and offer personalized solutions based on individual requirements Insurance Product Knowledge: They develop a comprehensive understanding of the insurance products offered by the bank This includes life insurance, health insurance, general insurance, and other relevant insurance solutions They stay updated on product features, benefits, terms, and conditions to effectively communicate the offerings to customers Sales and Cross-Selling: Relationship Associates actively promote and sell insurance products to bank customers They identify cross-selling opportunities by analyzing customer profiles and financial needs They explain the features and benefits of insurance products, address customer queries, and guide customers through the insurance purchasing process Needs Analysis and Solution Design: They conduct needs analysis for customers to determine their insurance requirements They assess the customer's risk profile, financial goals, and coverage needs Based on the analysis, they design suitable insurance solutions that align with the customer's preferences and financial capabilities Documentation and Application Processing: Relationship Associates assist customers with the completion of insurance application forms and related documentation They ensure accuracy and completeness of information provided by customers and facilitate the smooth processing of insurance applications Customer Service and Support: They provide ongoing customer service and support to address inquiries, claims processing, and policy servicing requirements They act as a point of contact for customers throughout the insurance policy lifecycle, resolving any issues or concerns that may arise

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0.0 - 3.0 years

0 - 3 Lacs

indore, madhya pradesh, india

On-site

A Relationship Associate in Bancassurance is a role within the banking sector that focuses on building and maintaining relationships with customers in relation to insurance products and services offered by the bank Bancassurance refers to the distribution of insurance products through banks, leveraging their existing customer base and distribution channels Here are the key responsibilities of a Relationship Associate in Bancassurance:Customer Relationship Management: Relationship Associates in Bancassurance establish and maintain strong relationships with bank customers They engage with customers to understand their insurance needs, provide information about available insurance products, and offer personalized solutions based on individual requirements Insurance Product Knowledge: They develop a comprehensive understanding of the insurance products offered by the bank This includes life insurance, health insurance, general insurance, and other relevant insurance solutions They stay updated on product features, benefits, terms, and conditions to effectively communicate the offerings to customers Sales and Cross-Selling: Relationship Associates actively promote and sell insurance products to bank customers They identify cross-selling opportunities by analyzing customer profiles and financial needs They explain the features and benefits of insurance products, address customer queries, and guide customers through the insurance purchasing process Needs Analysis and Solution Design: They conduct needs analysis for customers to determine their insurance requirements They assess the customer's risk profile, financial goals, and coverage needs Based on the analysis, they design suitable insurance solutions that align with the customer's preferences and financial capabilities Documentation and Application Processing: Relationship Associates assist customers with the completion of insurance application forms and related documentation They ensure accuracy and completeness of information provided by customers and facilitate the smooth processing of insurance applications Customer Service and Support: They provide ongoing customer service and support to address inquiries, claims processing, and policy servicing requirements They act as a point of contact for customers throughout the insurance policy lifecycle, resolving any issues or concerns that may arise

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0.0 - 3.0 years

0 - 3 Lacs

vapi, gujarat, india

On-site

A Relationship Associate in Bancassurance is a role within the banking sector that focuses on building and maintaining relationships with customers in relation to insurance products and services offered by the bank Bancassurance refers to the distribution of insurance products through banks, leveraging their existing customer base and distribution channels Here are the key responsibilities of a Relationship Associate in Bancassurance:Customer Relationship Management: Relationship Associates in Bancassurance establish and maintain strong relationships with bank customers They engage with customers to understand their insurance needs, provide information about available insurance products, and offer personalized solutions based on individual requirements Insurance Product Knowledge: They develop a comprehensive understanding of the insurance products offered by the bank This includes life insurance, health insurance, general insurance, and other relevant insurance solutions They stay updated on product features, benefits, terms, and conditions to effectively communicate the offerings to customers Sales and Cross-Selling: Relationship Associates actively promote and sell insurance products to bank customers They identify cross-selling opportunities by analyzing customer profiles and financial needs They explain the features and benefits of insurance products, address customer queries, and guide customers through the insurance purchasing process Needs Analysis and Solution Design: They conduct needs analysis for customers to determine their insurance requirements They assess the customer's risk profile, financial goals, and coverage needs Based on the analysis, they design suitable insurance solutions that align with the customer's preferences and financial capabilities Documentation and Application Processing: Relationship Associates assist customers with the completion of insurance application forms and related documentation They ensure accuracy and completeness of information provided by customers and facilitate the smooth processing of insurance applications Customer Service and Support: They provide ongoing customer service and support to address inquiries, claims processing, and policy servicing requirements They act as a point of contact for customers throughout the insurance policy lifecycle, resolving any issues or concerns that may arise

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0.0 - 3.0 years

0 - 3 Lacs

nagpur, maharashtra, india

On-site

A Relationship Associate in Bancassurance is a role within the banking sector that focuses on building and maintaining relationships with customers in relation to insurance products and services offered by the bank Bancassurance refers to the distribution of insurance products through banks, leveraging their existing customer base and distribution channels Here are the key responsibilities of a Relationship Associate in Bancassurance:Customer Relationship Management: Relationship Associates in Bancassurance establish and maintain strong relationships with bank customers They engage with customers to understand their insurance needs, provide information about available insurance products, and offer personalized solutions based on individual requirements Insurance Product Knowledge: They develop a comprehensive understanding of the insurance products offered by the bank This includes life insurance, health insurance, general insurance, and other relevant insurance solutions They stay updated on product features, benefits, terms, and conditions to effectively communicate the offerings to customers Sales and Cross-Selling: Relationship Associates actively promote and sell insurance products to bank customers They identify cross-selling opportunities by analyzing customer profiles and financial needs They explain the features and benefits of insurance products, address customer queries, and guide customers through the insurance purchasing process Needs Analysis and Solution Design: They conduct needs analysis for customers to determine their insurance requirements They assess the customer's risk profile, financial goals, and coverage needs Based on the analysis, they design suitable insurance solutions that align with the customer's preferences and financial capabilities Documentation and Application Processing: Relationship Associates assist customers with the completion of insurance application forms and related documentation They ensure accuracy and completeness of information provided by customers and facilitate the smooth processing of insurance applications Customer Service and Support: They provide ongoing customer service and support to address inquiries, claims processing, and policy servicing requirements They act as a point of contact for customers throughout the insurance policy lifecycle, resolving any issues or concerns that may arise

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1.0 - 3.0 years

1 - 3 Lacs

lucknow, uttar pradesh, india

On-site

Max Life Insurance Company Limited is looking for Deputy Manager to join our dynamic team and embark on a rewarding career journey Assist the Manager in the day-to-day operations of the business, including setting goals, developing strategies, and overseeing the work of team members Take on leadership responsibilities as needed, including managing team members and making decisions in the absence of the Manager Identify and address problems or challenges within the business, and develop and implement solutions Collaborate with other departments and teams to ensure smooth and efficient operations Maintain accurate records and documentation Contribute to the development and implementation of business plans and goals Role: Treasury Manager Industry Type: Insurance Department: Finance & Accounting Employment Type: Full Time, Permanent Role Category: Treasury Education UG: Any Graduate PG: Any Postgraduate

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0.0 - 3.0 years

0 - 3 Lacs

vadodara, gujarat, india

On-site

A Relationship Associate in Bancassurance is a role within the banking sector that focuses on building and maintaining relationships with customers in relation to insurance products and services offered by the bank Bancassurance refers to the distribution of insurance products through banks, leveraging their existing customer base and distribution channels Here are the key responsibilities of a Relationship Associate in Bancassurance:Customer Relationship Management: Relationship Associates in Bancassurance establish and maintain strong relationships with bank customers They engage with customers to understand their insurance needs, provide information about available insurance products, and offer personalized solutions based on individual requirements Insurance Product Knowledge: They develop a comprehensive understanding of the insurance products offered by the bank This includes life insurance, health insurance, general insurance, and other relevant insurance solutions They stay updated on product features, benefits, terms, and conditions to effectively communicate the offerings to customers Sales and Cross-Selling: Relationship Associates actively promote and sell insurance products to bank customers They identify cross-selling opportunities by analyzing customer profiles and financial needs They explain the features and benefits of insurance products, address customer queries, and guide customers through the insurance purchasing process Needs Analysis and Solution Design: They conduct needs analysis for customers to determine their insurance requirements They assess the customer's risk profile, financial goals, and coverage needs Based on the analysis, they design suitable insurance solutions that align with the customer's preferences and financial capabilities Documentation and Application Processing: Relationship Associates assist customers with the completion of insurance application forms and related documentation They ensure accuracy and completeness of information provided by customers and facilitate the smooth processing of insurance applications Customer Service and Support: They provide ongoing customer service and support to address inquiries, claims processing, and policy servicing requirements They act as a point of contact for customers throughout the insurance policy lifecycle, resolving any issues or concerns that may arise

Posted 4 days ago

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0.0 - 3.0 years

0 - 3 Lacs

bhopal, madhya pradesh, india

On-site

A Relationship Associate in Bancassurance is a role within the banking sector that focuses on building and maintaining relationships with customers in relation to insurance products and services offered by the bank Bancassurance refers to the distribution of insurance products through banks, leveraging their existing customer base and distribution channels Here are the key responsibilities of a Relationship Associate in Bancassurance:Customer Relationship Management: Relationship Associates in Bancassurance establish and maintain strong relationships with bank customers They engage with customers to understand their insurance needs, provide information about available insurance products, and offer personalized solutions based on individual requirements Insurance Product Knowledge: They develop a comprehensive understanding of the insurance products offered by the bank This includes life insurance, health insurance, general insurance, and other relevant insurance solutions They stay updated on product features, benefits, terms, and conditions to effectively communicate the offerings to customers Sales and Cross-Selling: Relationship Associates actively promote and sell insurance products to bank customers They identify cross-selling opportunities by analyzing customer profiles and financial needs They explain the features and benefits of insurance products, address customer queries, and guide customers through the insurance purchasing process Needs Analysis and Solution Design: They conduct needs analysis for customers to determine their insurance requirements They assess the customer's risk profile, financial goals, and coverage needs Based on the analysis, they design suitable insurance solutions that align with the customer's preferences and financial capabilities Documentation and Application Processing: Relationship Associates assist customers with the completion of insurance application forms and related documentation They ensure accuracy and completeness of information provided by customers and facilitate the smooth processing of insurance applications Customer Service and Support: They provide ongoing customer service and support to address inquiries, claims processing, and policy servicing requirements They act as a point of contact for customers throughout the insurance policy lifecycle, resolving any issues or concerns that may arise

Posted 4 days ago

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8.0 - 13.0 years

8 - 13 Lacs

bilaspur, uttar pradesh, uttar pradesh, india

On-site

Max Life Insurance Company Limited is looking for Deputy Manager to join our dynamic team and embark on a rewarding career journey Assist the Manager in the day-to-day operations of the business, including setting goals, developing strategies, and overseeing the work of team members Take on leadership responsibilities as needed, including managing team members and making decisions in the absence of the Manager Identify and address problems or challenges within the business, and develop and implement solutions Collaborate with other departments and teams to ensure smooth and efficient operations Maintain accurate records and documentation Contribute to the development and implementation of business plans and goals Role: Treasury Manager Industry Type: Insurance Department: Finance & Accounting Employment Type: Full Time, Permanent Role Category: Treasury Education UG: Any Graduate PG: Any Postgraduate

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8.0 - 13.0 years

8 - 13 Lacs

indore, madhya pradesh, india

On-site

Max Life Insurance Company Limited is looking for Deputy Manager to join our dynamic team and embark on a rewarding career journey Assist the Manager in the day-to-day operations of the business, including setting goals, developing strategies, and overseeing the work of team members Take on leadership responsibilities as needed, including managing team members and making decisions in the absence of the Manager Identify and address problems or challenges within the business, and develop and implement solutions Collaborate with other departments and teams to ensure smooth and efficient operations Maintain accurate records and documentation Contribute to the development and implementation of business plans and goals Role: Treasury Manager Industry Type: Insurance Department: Finance & Accounting Employment Type: Full Time, Permanent Role Category: Treasury Education UG: Any Graduate PG: Any Postgraduate

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1.0 - 3.0 years

1 - 3 Lacs

panipat, haryana, india

On-site

Direct customer service and sales to existing MLI customers through relationship building. ExistingCustomer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins 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 DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 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 Role: Regional Sales Manager (B2C) Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Retail & B2C Sales Education UG: Any Graduate PG: Any Postgraduate

Posted 4 days ago

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0.0 - 5.0 years

0 - 5 Lacs

panjim, goa, india

On-site

Direct customer service and sales to existing MLI customers through relationship building. ExistingCustomer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins 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 DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 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 Role: Regional Sales Manager (B2C) Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Retail & B2C Sales Education UG: Any Graduate PG: Any Postgraduate

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10.0 - 14.0 years

10 - 14 Lacs

delhi, india

On-site

Max Life Insurance Company Limited is looking for Deputy Manager to join our dynamic team and embark on a rewarding career journey. Assist the Manager in the day-to-day operations of the business, including setting goals, developing strategies, and overseeing the work of team members Take on leadership responsibilities as needed, including managing team members and making decisions in the absence of the Manager Identify and address problems or challenges within the business, and develop and implement solutions Collaborate with other departments and teams to ensure smooth and efficient operations Maintain accurate records and documentation Contribute to the development and implementation of business plans and goals Role: Treasury Manager Industry Type: Insurance Department: Finance & Accounting Employment Type: Full Time, Permanent Role Category: Treasury

Posted 4 days ago

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1.0 - 3.0 years

10 - 14 Lacs

delhi, india

On-site

Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins 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 DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 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 JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. ExistingCustomer database will be provided by company. KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer walk-in/query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self-appointments every day from the given customer database as per the campaign Sales Focus on cross-sell & up-sell opportunity in allocated customers and walk-ins 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 DESIRED QUALIFICATIONS AND EXPERIENCE Graduate with 1 - 3 years experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Minimum 6 months exposure to Life Insurance Age Bracket 25-32 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 Role: Regional Sales Manager (B2C) Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Retail & B2C Sales Education UG: Any Graduate PG: Any Postgraduate

Posted 4 days ago

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