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Senior Relationship Manager

Max Life InsuranceBangalore, KA, IN

30+ days ago

Job description

KEY RESPONSIBILITIES

Service through relationship management

Establishing and strengthening relationship with the allocated customer base.
Ensure retention of 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
Team Development (Subject to assessment)

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

2.5- 3.5 years in sales of Insurance / Mutual Fund / CASA / Investments / Loans / Real Estate.

Age Bracket : 25-30 years

Must own a conveyance

Must own or buy a TAB

Org Chart

Channel Head à Zonal Vice President à Asst Vice President à Regional Relationship Manager à Cluster Relationship Manager à Branch Relationship Manager à Senior Relationship Manager