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Private Jobs / Private Sector
Max Life Insurance Hiring for Manager Customer Retention at Kolkata, West Bengal, India Full Time
Job Description
Job Location
Kolkata – GO1
Job Summary:
Key Responsibilities/ Key Deliverables:
- Responsible for targets achievement on allocated base to downline team members:
- Drive renewal collection and persistency targets through customer calling or physical visits to customer residences with prior appointment
- Ensure maintenance and sharing of daily customers’ trackers and conversion of assigned team
- Training team to convince customers and get renewal premium and policy continuation to continue insurance and giving retention tools like mode change/Partial withdrawal/PUA surrender/Loan etc.
- Ensure & track timely depositing the cheque at the nearest MLI branch/ bank branch within 24 hours of the cheque collection by Customer Retention Officer
Measures of Success:
Job Summary:
Knowledge & Skill Matrix:
Additional Information (Optional):