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13/06 Shivani
HR at Max Life Insurance

Views:543 Applications:190 Rec. Actions:Recruiter Actions:60

Max Life Insurance - Manager - Direct Sales/Customer Service (8-14 yrs)

Ahmedabad/Gujarat/Mumbai Job Code: 121137

- 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.


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

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