Max Life Insurance
Karo Jyada ka Iraada
Position AM – Customer Advisory Team Asst Manager- 5A
Department Customer Advisory Team
Reporting to Area Relationship Management
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).
Service through relationship management
Leads will be provided 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 a single point of contact for customers for any
Identify the financial goals of customers and providing
financial planning assistance.
Competition Analysis for giving professional advice to
Fix self appointments every day from the given
customer database as per the campaign
Focus on cross-sell & up-sell opportunity in allocated
Ensure successful completion of licensing as per MLI
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: 2.65lpa with incentives
Call: 7876212244, 8221901204
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