Max Life Insurance - Manager - Direct Sales/Customer Service (8-14 yrs)
- Looking for a talent with min. 3 yrs of experience in Life Insurance Direct Sales channel and has experience of service to sales model in place for walk-in customers at branches.
- This position will be responsible for managing, developing & supervising the team with a key focus on revenue generation, customer service, retention and sales through relationship building.
KEY RESPONSIBILITIES :
A. Drive Revenue through Cross sell / Up sell :
- Ensure team works on every lead allocated from HO team
- Drive productivity measures like lead to conversion ratio.
- Supervise daily activity plan of team & setup governance mechanism
- Undertake join field work with team to demonstrate successfully financial planning skills.
- Ensure 100% training/certification of the team from regulatory perspective
- Exceed month on month revenue target & collection target
B. Customer Service/Retention through relationship management :
- Establish customer relationship building culture in the team
- Help team resolve service requests of customers
- Drive renewal collection on allocated base.
- Provide appropriate training to team for effective customer service.
- Drive team to generate leads from existing customers.
C. Team Management :
- Identify and hire right candidates with the help of HR
- Ensure 85% hiring module completion at all times
- Drive productivity and activation for all FOS
- Manage Attrition
- Measures of Success
- Execution measures
- Drive revenue through cross sell/up sell business
- Collection of due premium as per target.
- Service resolution percentage/TAT
- Customer satisfaction score
- Retention of team
- Process compliance
Key competencies/skills required :
- Building relationships - ability to influence customers/peers
Strong Stakeholder Management :
- Building collaboration - ability to influence team
- Detail-oriented
- Customer centricity.
Key Relationships Management (Internal /External) :
- Internal : Head of SPARC, CET team, Training, HR
- External: Customers
Desired qualification and experience :
- Graduate/Post Graduate in Management
- Must have a minimum of 8+ year's experience.
- Experience in managing customer relationship
- Knowledge of Insurance sales and related processes
This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.
