AX

Deputy Manager

Axis Max Life Insurance
Surat3-6 LPA Posted 30 Apr 2025
FULL TIME
Focus
Relationship
Competitor Analysis
Database
Financial Planning
+2 more

Job Description

Drive Revenue through Cross sell / Up sell

  • Focus on cross-sell & up-sell opportunity in every lead allocated from HO team
  • Drive productivity measures like lead to conversion ratio.
  • Exceed month on month revenue target & collection target
  • Competition Analysis for giving professional advice to customer
  • Fix self-appointments every day from the given customer database as per the campaign

Customer Service/Retention through relationship management

  • Timely & effectively resolve service requests of customers.
  • Drive renewal collection on allocated base.
  • Ensure retention of his/her allocated Book of Relations (existing customer database).
  • Establishing and strengthening relationship with the allocated customer base.
  • Identify financial goals of customers and providing financial planning assistance.

KEY RESPONSIBILITIESDrive Revenue through Cross sell / Up sell

  • Focus on cross-sell & up-sell opportunity in every lead allocated from HO team
  • Drive productivity measures like lead to conversion ratio.
  • Exceed month on month revenue target & collection target
  • Competition Analysis for giving professional advice to customer
  • Fix self-appointments every day from the given customer database as per the campaign

Customer Service/Retention through relationship management

  • Timely & effectively resolve service requests of customers.
  • Drive renewal collection on allocated base.
  • Ensure retention of his/her allocated Book of Relations (existing customer database).
  • Establishing and strengthening relationship with the allocated customer base.
  • Identify financial goals of customers and providing financial planning assistance.

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