Senior Officer - CAT - Loyalty

Job Description

Job Description Position Senior Officer Incumbent 1 Department Direct Sales Force Function Reporting to Branch Relationship Manager Band 5 Location Team size (D/I) NA JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of customers in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards Measures of Success TAT adherence for updating System - CRM Next 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 Key Relationships (Internal /External) Internal - HR/Trainers/Supervisors/Peers External- Customers Key competencies/skills required Process Result orientation Customer centricity relationship building Basic Computer Knowledge. Good communication skills- English and regional language Desired qualification and experience 0 - 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Age Bracket 20-25 years Must own a conveyance Good communication skills About Max Life Insurance Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore. For more information, please visit the Companys website a t www.maxlifeinsurance.com We Stand for Caring A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance. Collaboration A boundary-less leader who is capable of identifying leveraging expertise of team members for superlative outcomes, thus, delivers to the organization s ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within outside teams through inspired cooperation and teamwork. Customer Obession A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience. Growth Mindset An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold creative actions to manage complex issues achieve high impact goals by pushing self and others and raise the bar on performance. People Leadership A people s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering motivating them to deliver superior business outcomes. "Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity." Job Description Position Senior Officer Incumbent 1 Department Direct Sales Force Function Reporting to Branch Relationship Manager Band 5 Location Team size (D/I) NA JOB SUMMARY Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR). KEY RESPONSIBILITIES Service through relationship management Establishing and strengthening relationship with the allocated customer base. Ensure retention of customers in his/her allocated Book of Relations (existing customer database). Act as single point of contact for customers for any customer query/complaint. Identify financial goals of customers and providing financial planning assistance. Competition Analysis for giving professional advice to customer Fix self appointments everyday from the given customer database as per the campaign Sales Focus on cross-sell up-sell opportunity in allocated customers. Ensure successful completion of licensing as per MLI standards Measures of Success TAT adherence for updating System - CRM Next 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 Key Relationships (Internal /External) Internal - HR/Trainers/Supervisors/Peers External- Customers Key competencies/skills required Process Result orientation Customer centricity relationship building Basic Computer Knowledge. Good communication skills- English and regional language Desired qualification and experience 0 - 1.5 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate. Age Bracket 20-25 years Must own a conveyance Good communication skills