Associate Sales Manager - Branch Banking

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Date: Nov 12, 2024

Location: AS, IN

Company: maxlifeins

JOB DESCRIPTION

Job Title: Relationship Associate/

Associate Sales Manager/Financial Sales Manager

Band: 5/5A/5B

Reporting To: Centre Manager

Department: Bancassurance -  Yes Bank

 

 JOB SUMMARY:

Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner

 

KEY RESPONSIBILITIES:

 

  • Establishing & strengthening relationship with branch manager & staff to gain leads from them.
  • Involvement in work site activities (putting up stalls and making presentations in corporate.
  • Closing sale and following up on issuance.
  • Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s customer base.
  • Drive effectively the Reward and recognition programs launched for the bank staff.
  • Train the bank staff regularly on concepts in life insurance and new product introductions.

 

MEASURES OF SUCCESS:

 

    • Adjusted MFYP (Modal first year premium)
    • Number of policies
    • Business Leakage including cancellations
    • 15th Month collection

 

MINIMUM/SPECIFIC EXPERIENCE: 

 

  • Graduate/ Post Graduate in any discipline
  • 0.6 to 2/2 to 3/3-4 years  of experience in sales for 5/ 5Arespectively
  • Good communication skills – English & regional language (mandatory)
  • Age group: 21-28 years
  • Preferably has own conveyance

 

 

JOB DESCRIPTION

Job Title: Relationship Associate/

Associate Sales Manager/Financial Sales Manager

Band: 5/5A/5B

Reporting To: Centre Manager

Department: Bancassurance -  Yes Bank

 

 JOB SUMMARY:

Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner

 

KEY RESPONSIBILITIES:

 

  • Establishing & strengthening relationship with branch manager & staff to gain leads from them.
  • Involvement in work site activities (putting up stalls and making presentations in corporate.
  • Closing sale and following up on issuance.
  • Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s customer base.
  • Drive effectively the Reward and recognition programs launched for the bank staff.
  • Train the bank staff regularly on concepts in life insurance and new product introductions.

 

MEASURES OF SUCCESS:

 

    • Adjusted MFYP (Modal first year premium)
    • Number of policies
    • Business Leakage including cancellations
    • 15th Month collection

 

MINIMUM/SPECIFIC EXPERIENCE: 

 

  • Graduate/ Post Graduate in any discipline
  • 0.6 to 2/2 to 3/3-4 years  of experience in sales for 5/ 5Arespectively
  • Good communication skills – English & regional language (mandatory)
  • Age group: 21-28 years
  • Preferably has own conveyance