Position S0/ AM/ DM No. of Positions

Department Direct Sales Force Function CAT-Elite

Reporting to Branch Relationship Manager Band 5/5A/5B

Location - Lucknow

Job Summary

Is responsible for generating revenue by focusing on Service to sales through relationship management, sales productivity-

per-executive, thereby achieving sales & service targets. Also has the flexibility to increase productivity and meet targets through self-sourced business from HNI clientele.

Key Responsibilities

Maintain Customer Relationship

· Build sustainable relationships and trust with customer via open and interactive communication

· Regular & timely interaction with the customer via various modes like calls, whatsapp, EDMs etc. as decided per the business plan

· Explain customized proposition to the customer basis the important dates (Birthday, Term Renew etc.)

· Perform annual protection review calls as per the timelines

Campaign Calling

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

Perform Service Request Calls





· Keep records of customer interactions and ensuring timely processing of client service request

· Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution

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

· Ensuring business hygiene by controlling vectors like 13th month persistency, incident rate and free-looking etc.

Essential Qualifications

Ø Graduate

Good to Have

Ø Certifications in Financial markets like - AMFI/CFP, Gender – Female (Preferred)

Ø Minimum 1 Yrs. of experience in selling any financial products

Competence required

Ø Positive Communication (Verbal & Written), Experience in selling multiple financial products, Interpersonal communication, Customer centricity, Experience in sales verticals dealing with HNI customers

📌 Deputy Manager - CAT - Elite (Uttar Pradesh)
🏢 Axis Max Life Insurance
📍 Uttar Pradesh