Deputy Manager - CAT - Loyalty
Date: Oct 16, 2025
Location: Ludhiana, PB, IN
Company: maxlifeins
S2S JD & Structure
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.
KEY RESPONSIBILITIES
Service through relationship management
- Establishing and strengthening 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 for any customer 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 & 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 day 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
- Graduate with 1 - 3 years’ experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months’ exposure to 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 skills- English and regional language
S2S JD & Structure
JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company.
KEY RESPONSIBILITIES
Service through relationship management
- Establishing and strengthening 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 for any customer 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 & 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 day 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
- Graduate with 1 - 3 years’ experience in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
- Minimum 6 months’ exposure to 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 skills- English and regional language