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Assistant Manager - CAT Axis Job Opening In Kolkata – Now Hiring Max Life Insurance


Job description

KEY RESPONSIBILITIES


Service through relationship management

  • Establishing and strengthening 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-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 91-180 days 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


    Assistant Manager - Customer Advisory Team:


    1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.


    Minimum 6 months exposure to Life Insurance


    Age Bracket: 25-30 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
  • Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.

    Required Skill Profession

    Operations Specialties Managers


    • Job Details

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    Unlock Your Assistant Manager Potential: Insight & Career Growth Guide


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    Are You Looking for Assistant Manager CAT Axis Job?

    Great news! is currently hiring and seeking a Assistant Manager CAT Axis to join their team. Feel free to download the job details.

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    The Work Culture

    An organization's rules and standards set how people should be treated in the office and how different situations should be handled. The work culture at Max Life Insurance adheres to the cultural norms as outlined by Expertini.

    The fundamental ethical values are:

    1. Independence

    2. Loyalty

    3. Impartiapty

    4. Integrity

    5. Accountabipty

    6. Respect for human rights

    7. Obeying India laws and regulations

    What Is the Average Salary Range for Assistant Manager CAT Axis Positions?

    The average salary range for a varies, but the pay scale is rated "Standard" in Kolkata. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively. We advise reading the full job specification before proceeding with the application to understand the salary package.

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    Interview Tips for Assistant Manager CAT Axis Job Success

    Max Life Insurance interview tips for Assistant Manager   CAT Axis

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    Before the Interview:

    Research: Learn about the Max Life Insurance's mission, values, products, and the specific job requirements and get further information about

    Other Openings

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