Relationship Manager

20,000 - 30,000 /month

Ideal Jobs Staffing Solution

Adyar, Chennai

6+ months Experience in Sales / Business Development

50 Openings

Full Time

Skills Required

Cold Calling

Lead Generation

Wiring

Job Highlights

Graduate and above

All genders

09:00 AM - 06:00 PM | 6 days working

Job Benefits: Insurance, PF, Medical Benefits

Job Description

Career Opportunities

Position

AM - Customer Advisory Team

Asst Manager- 5A

Department

Customer Advisory Team

Reporting to

Branch Relationship Management

JOB SUMMARY

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

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.

Other Details

It is a Full Time Sales / Business Development job for candidates with 6 months - 6+ years Experience.

More about this Relationship Manager job

What skills and experience do you need for this Relationship Manager job?
Ans : To apply for this Relationship Manager job, candidates should have skills like Cold Calling, Lead Generation, Wiring along with 1-7 years of experience.
What is the salary and job type for this role?
Ans : The salary for this Relationship Manager job ranges between ₹20,000-₹30,000 per month. This is a Full Time job.
What is the work schedule for this Relationship Manager job?
Ans : This Relationship Manager job has 6 days working days and timings from 09:00 AM - 06:00 PM.
Do you need to visit the office for this job?
Ans : Yes, candidates need to visit the office and work from the location in Adyar, Chennai.
How many vacancies are there for this Relationship Manager job?
Ans : There are 50 vacancies for this Relationship Manager role.
Is this job open for all genders?
Ans : Yes, this Relationship Manager job is open for both male and female candidates.
What are the key responsibilities of this Relationship Manager job?
Ans : As a Relationship Manager, key responsibilities include skills like Cold Calling, Lead Generation, Wiring. This role is part of Sales / Business Development category.
What is the job location for this position?
Ans : The job location for this Relationship Manager position is Adyar, Chennai.
Who is the right fit for this Relationship Manager job?
Ans : A candidate having skills like Cold Calling, Lead Generation, Wiring with 1-7 years of experience is the right fit for this Relationship Manager job.
What makes this Relationship Manager job a good opportunity?
Ans : This Relationship Manager job is a good opportunity as it offers a salary between ₹20,000-₹30,000 per month. This is a Full Time job and has 50 openings.