Position: - CSO (Customer Sales Officer)
Channel: - SPARC - Service Points As a Revenue Channel - This is not Banca/Direct/Agency channel
Payroll: - Direct Payroll of Max Life Insurance Co Ltd
Salary: - Rs 3.75 Lacs Per Annum + Incentives
Incentives: - There is no capping on earning incentive
Interview & Posting Locations: - Vadodara, Ahmedabad, Faridabad, Mumbai and Navi Mumbai
Job Summary: -
This position will be responsible for existing Max Life customer service, retention and sales to existing Max Life customers through relationship building. All leads of existing customers of Max Life will be provided.
Key Responsibilities: -
(A) Cross Sell / Up Sell
· Work on every lead of existing customer of Max Life allocated from HO team
· Identify financial goals of existing Max Life customers and provide financial planning assistance
· Pitch products as per need of the customer (existing Max Life customer)
· Convert leads into new sale
(B) Customer Service/Retention Through Relationship Management (existing Max Life customers)
· Establishing and strengthening relationship with allocated customer base
· Collection of due premium from customers
· Collection of additional document requirement related to reinstatement
· Generate interest of the customer to buy another product post providing proper service
Desired Qualification and Experience: -
· Graduate in any field mandatory
· Must have a minimum of 1 years Sales experience in Life Insurance/Banca/Agency/Direct/Mutual Funds/Assets Management
· Experience in managing customer relationship
· Knowledge of Insurance sales and related processes