Associate Agency Development Manager

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Date: Nov 16, 2024

Location: Baroda, GJ, IN

Company: maxlifeins

 

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 Company's website at 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

Associate Manager- Cross Sell

No. of Positions

  

Department

Agency

Function

S2S (Cross Sale)

Reporting to

Office Head - Agency

Band

5A

Location

-

Comp.

 

Key Responsibilities/ Key Deliverables:

Growth Mindset & Business Acumen

·              Strengthen Operational delivery to maximize Agency business/ Customer acquisition.

·              Deliver Growth through revenue retention and generation initiatives – S2S/S2R,

·              Collaborate with Branch Operations Team to generate S2S Customer Leads.

·              Achieve S2S target by Collaborating with Branch Operations team.

·              Derive new initiative through the existing customer base / new untapped market to   bring new sales.

·              Leverage PMS vectors to achieve S2S targets.

·              Manage Customer Parameters – Persistency (13th/25th Month) for sales done through S2S

·              Manage Product mix as agreed from time to time.

·              Track competition on products, structure, and initiatives

·              Compliance – To ensure and function as per the guidelines laid down by MLI Compliance Team

Maintain Customer Relationship

·         Build sustainable relationships and trust with existing customers through open and interactive communication

·         Determine clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.

Leads Calling & Field Calls

·         Ensure Segmented product-based campaigns

·         Follows communication procedures, guidelines & policies

·         Keep records of field Sales Calls and Home Visits

·         Use appropriate solutions and up-selling methods

·         Perform follow-ups to ensure customer satisfaction and query resolution/ Taking References

·         Provide accurate, valid, and complete information by using the right methods/tools

Essential qualifications and experience:

Ø Graduate

Ø Minimum 4 Years of the experience in Direct Sales Verticals

Knowledge & Skill Matrix:

·         Excellent communication skills (oral & written)

·         Innovation, Customer centricity and Service mindset, Strong Intersection Management & relationship building capability

·         Proactive, Result oriented, high energy, ability to multi-task.