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Senior Officer – Direct

Insurance

Max Life Insurance

Karo Jyada ka Iraada

Career Opportunities
Position- Senior Officer – Direct Sales
Department Customer Advisory Team
Reporting to Area Relationship Management

JOB SUMMARY
Direct customer service and sales to existing MLI customers through relationship building. The existing Customer database will be
provided by the company (called the Book of Relations- BoR).

KEY RESPONSIBILITIES
Service through relationship management
Leads provide by the company

Establishing and strengthening the 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
Sales
 Focus on cross-selling & up-sell opportunity in allocated
customers.
 Ensure successful completion of licensing as per MLI
standards

DESIRED QUALIFICATIONS AND EXPERIENCE
Assistant Manager – Customer Advisory Team:
 1.5 – 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
 Minimum 6 months of exposure to Life Insurance
 Age Bracket: 21-30 years
 Must own a conveyance

Salary: 2.10LPA with incentives

Call: 7876212244, 8221901204

To apply for this job please visit bit.ly.