Branch Relationship Manager - 12.5 LPA - Axis Life Insurance

Key Responsibilities:

Maintain Customer Relationship

·         Ensure that team builds sustainable relationships and trust with customer accounts through open and interactive communication

·         Determine clients' particular needs and financial situations by scheduling fact-finding appointments and determining the extent of present coverage and investments

Track and Supervise Campaign Calling

·         Track Segmented product based campaigns including GLIP, SWP, FWP and others

·         Ensure that the team follows communication procedures, guidelines & policies

Supervise/Track Service Request Calls

·         Keep records of customer interactions, process customer accounts and file documents

·         Provide appropriate solutions and up-selling strategies to the team basis the feedback of the previous interactions

·         Perform random follow-ups to ensure customer satisfaction and query resolution

·         Provide accurate, valid and complete information by using the right methods/tools

Growth & Planning

·         Evaluate business or individual customers' needs and financial status and propose protection plans that meet their criteria