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Senior Officer - Direct Channel Jobs Opening in Hiyamee Pvt. Ltd. at Sector 15, Faridabad, Ajit Nagar, Amritsar-Others, Surat, Faridabad, Amritsar

Senior Officer - Direct Channel

Hiyamee Pvt. Ltd.
experience-icon 0.6 to 2 Years
salary-icon 16000 - 22000 Monthly
qualification-icon Any Graduate

Posted: 13 Nov 23

Job Description

Job description

Urgent Opening in MAX Life insurance company, we are looking candidate who have experience in life insurance/Banking sales.

Female Candidate Required- with Good Stability (Vehicle Required)

Position Name: Senior Officer - Direct Channel

Highest Qualification: Graduation/Post Graduate more preferable.

Experience Required: 6 Months in life insurance sales/Banking sales/Vehicle is compulsory for this job role.

JD for the AM role in MAX Life insurance company.


Direct customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).


Service through relationship management

  • Establishing and strengthening relationship with the allocated customer base.
  • Ensure retention of in his/her allocated ”Book of Relations” (existing customer database).
  • Act as single point of contact for customers for any customer query/complaint.
  • Identify financial goals of customers and providing financial planning assistance.
  • Competition Analysis for giving professional advice to customer
  • Fix self appointments everyday from the given customer database as per the campaign


  • Focus on cross-sell & up-sell opportunity in allocated customers.
  • Ensure successful completion of licensing as per MLI standards


  • TAT adherence for updating System - CRM Next
  • Successful completion of cross-sell/ up-sell Business Goals month on month
  • Collection of payment/premium from 91-180 days due policies
  • Complaint Resolution /Customer satisfaction
  • Achievement of Retention Targets.
  • > 45 unique customer meetings in a month
  • More than 90% attendance (of total working days)
  • Successfully score >=80% in the Functional Trainings imparted


Prefer Worked as Assistant Manager - Customer Advisory Team:

  • 1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.
  • Minimum 6 months exposure to Life Insurance
  • Age Bracket: 25-30 years
  • Must own a conveyance


  • Process & Result orientation
  • Customer centricity & relationship building
  • Basic Computer Knowledge.
  • Good communication skills- English and regional language

Max Life is progressing on the digitization journey of service and sales, which may require candidates to be equipped with Tablets for their work.

Job Types: Full-time, Permanent

Salary: ₹16,000.00 - ₹22,000.00 per month


  • Cell phone reimbursement
  • Leave encashment
  • Life insurance
  • Provident Fund


  • Day shift
  • Weekend only

Supplemental pay types:

  • Performance bonus


  • Bachelor's (Preferred)

More information about this Senior Officer - Direct Channel Job

Please go through the below FAQs to get all answers related to the given Senior Officer - Direct Channel job

  1. What are the job requirements to apply for this Senior Officer - Direct Channel job position?
    • Ans: A candidate must have a minimum of 06 Months to 2 year experience as an Senior Officer - Direct Channel

  2. What are the salary requirements for this job?
    • Ans: The salary range is between 16000 and 22000 Monthly. The Salary will depend on the interview. This Senior Officer - Direct Channel is a Full Time in Surat, Faridabad, Amritsar.

  3. What is the hiring Process of this job?
    • Ans: The hiring process all depends on the company. Normally for an entry level, hiring the candidate has to go for Aptitude, GD (If they look for communication),Technical test and face to face interviews.

  4. This Senior Officer - Direct Channel is a work from home job?
    • Ans: No ,its not a Work from Home Job.

  5. How many job vacancies are opening for the Senior Officer - Direct Channel position?
    • Ans: There are immediate 1 job openings for Senior Officer - Direct Channel in our Organisation.

Job Particulars

Education Any Graduate
Who can apply Experienced (0.6 to 2 Years)
Hiring Process Walk - In, Face to Face Interview, Telephonic Interview
Employment TypeFull Time
Job Id2092213
Locality Address Sector 15, Faridabad , Ajit Nagar, Amritsar-Others
Country India

About Company

Hiyamee Pvt. Ltd.
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