Senior Officer - CAT - Loyalty
Date: Aug 27, 2025
Location: Lucknow, UP, IN
Company: maxlifeins
Career Opportunities
Position
Assistant Manager /
Deputy Manager
CTC Range 2.20 to 3.80 LPA
Department
Direct Sales Force - Loyalty
Reporting to
Branch Relationship Management
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.
(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 every day 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-
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
1.5 - 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 22-30 years
KNOWLEDGE / SKILLS / ABILITIES
Process & Result orientation
Customer centricity & relationship building
Basic Computer Knowledge.
Good communication skills- English and regional language
Relationship building
Career Opportunities
Position
Assistant Manager /
Deputy Manager
CTC Range 2.20 to 3.80 LPA
Department
Direct Sales Force - Loyalty
Reporting to
Branch Relationship Management
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.
(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 every day 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-
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
1.5 - 7 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
Age Bracket: 22-30 years
KNOWLEDGE / SKILLS / ABILITIES
Process & Result orientation
Customer centricity & relationship building
Basic Computer Knowledge.
Good communication skills- English and regional language
Relationship building