Deputy Manager - CAT Axis
Date: Jun 16, 2025
Location: Jamnagar, GJ, IN
Company: maxlifeins
Direct customer service and sales to existing MLI customers through relationship building. Exisitng customer database will be provided by company.
Key responsibilities
Service through relationship management
- Establishing and strenghthening 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 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 and 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
- Achivement of retention targets
- More than 90% attendance (of total working days)
- Successfully score =>80% in the functional training imparted
DESIRED QUALIFICATIONS AND EXPERINCE
- Graduate with 1-3 year experince in sales of insurance / mutual fund/ CASA/ Investment / Loan / Real estate.
- minimum 6 month exposure of 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 skill english and regional language
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Exisitng customer database will be provided by company.
Key responsibilities
Service through relationship management
- Establishing and strenghthening 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 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 and 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
- Achivement of retention targets
- More than 90% attendance (of total working days)
- Successfully score =>80% in the functional training imparted
DESIRED QUALIFICATIONS AND EXPERINCE
- Graduate with 1-3 year experince in sales of insurance / mutual fund/ CASA/ Investment / Loan / Real estate.
- minimum 6 month exposure of 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 skill english and regional language
JOB SUMMARY