Associate Manager - Cross Sell (Mumbai, MH, IN) na Axis Max Life Insurance (Formerly Max Life Insurance)

Job Description

Position

Manager- Cross Sale

No. of Positions

20

Department

Agency

Function

S2S (Cross Sale)

Reporting to

Cluster Manager– Cross Sale

Band

5A

Location

-

Comp.

Key Responsibilities/ Key Deliverables:

Growth Mindset & Business Acumen

·              Strengthen Operational delivery to maximize Agency business/ Customer acquisition.

·              Deliver Growth through revenue retention and generation initiatives – S2S/S2R,

·              Collaborate with Branch Operations Team to generate S2S Customer Leads.

·              Achieve S2S target by Collaborating with Branch Operations team.

·              Derive new initiative through the existing customer base / new untapped market to   bring new sales.

·              Leverage PMS vectors to achieve S2S targets.

·              Manage Customer Parameters – Persistency (13th/25th Month) for sales done through S2S

·              Manage Product mix as agreed from time to time.

·              Track competition on products, structure, and initiatives

·              Compliance – To ensure and function as per the guidelines laid down by MLI Compliance Team

Maintain Customer Relationship

·         Build sustainable relationships and trust with existing customers through open and interactive communication

·         Determine clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.

Leads Calling & Field Calls

·         Ensure Segmented product-based campaigns

·         Follows communication procedures, guidelines & policies

·         Keep records of field Sales Calls and Home Visits

·         Use appropriate solutions and up-selling methods

·         Perform follow-ups to ensure customer satisfaction and query resolution/ Taking References

·         Provide accurate, valid, and complete information by using the right methods/tools

Essential qualifications and experience:

Ø Graduate

Ø Minimum 4 Years of the experience in Direct Sales Verticals

Knowledge & Skill Matrix:

·         Excellent communication skills (oral & written)

·         Innovation, Customer centricity and Service mindset, Strong Intersection Management & relationship building capability

·         Proactive, Result oriented, high energy, ability to multi-task.

Job Description

Position

Manager- Cross Sale

No. of Positions

20

Department

Agency

Function

S2S (Cross Sale)

Reporting to

Cluster Manager– Cross Sale

Band

5A

Location

-

Comp.

Key Responsibilities/ Key Deliverables:

Growth Mindset & Business Acumen

·              Strengthen Operational delivery to maximize Agency business/ Customer acquisition.

·              Deliver Growth through revenue retention and generation initiatives – S2S/S2R,

·              Collaborate with Branch Operations Team to generate S2S Customer Leads.

·              Achieve S2S target by Collaborating with Branch Operations team.

·              Derive new initiative through the existing customer base / new untapped market to   bring new sales.

·              Leverage PMS vectors to achieve S2S targets.

·              Manage Customer Parameters – Persistency (13th/25th Month) for sales done through S2S

·              Manage Product mix as agreed from time to time.

·              Track competition on products, structure, and initiatives

·              Compliance – To ensure and function as per the guidelines laid down by MLI Compliance Team

Maintain Customer Relationship

·         Build sustainable relationships and trust with existing customers through open and interactive communication

·         Determine clients’ particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments.

Leads Calling & Field Calls

·         Ensure Segmented product-based campaigns

·         Follows communication procedures, guidelines & policies

·         Keep records of field Sales Calls and Home Visits

·         Use appropriate solutions and up-selling methods

·         Perform follow-ups to ensure customer satisfaction and query resolution/ Taking References

·         Provide accurate, valid, and complete information by using the right methods/tools

Essential qualifications and experience:

Ø Graduate

Ø Minimum 4 Years of the experience in Direct Sales Verticals

Knowledge & Skill Matrix:

·         Excellent communication skills (oral & written)

·         Innovation, Customer centricity and Service mindset, Strong Intersection Management & relationship building capability

·         Proactive, Result oriented, high energy, ability to multi-task.