Financial Sales Manager - Branch Branching

 JOB SUMMARY:  

Takes responsibility of fulfilling leads & prospecting new business from salary segment of  bank partner to close Protection and annuity business.  

KEY RESPONSIBILITIES: 

• Lead generation at the time of account opening/service call being made to the customer  
• Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity  
• Involvement in work site activities (putting up stalls and making presentations in corporate. 

 Working, engaging and connecting with HNI clients for one on one selling    Closing sale and following up on issuance.  

• Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection  
• Drive effectively the Reward and recognition programs launched for the bank staff.   Train the bank staff regularly on Annuity and Protection plan of Max Life  

MEASURES OF SUCCESS:  

                                              

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

• Graduate/ Post Graduate in any discipline  
• 1 to 3 years of insurance experience   
• Good communication skills – English & regional language (mandatory)  
• Age group: 21-28 years  
• Preferably has own conveyance  

 JOB SUMMARY:  

Takes responsibility of fulfilling leads & prospecting new business from salary segment of  bank partner to close Protection and annuity business.  

KEY RESPONSIBILITIES: 

• Lead generation at the time of account opening/service call being made to the customer  
• Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity  
• Involvement in work site activities (putting up stalls and making presentations in corporate. 

 Working, engaging and connecting with HNI clients for one on one selling    Closing sale and following up on issuance.  

• Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection  
• Drive effectively the Reward and recognition programs launched for the bank staff.   Train the bank staff regularly on Annuity and Protection plan of Max Life  

MEASURES OF SUCCESS:  

                                              

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

• Graduate/ Post Graduate in any discipline  
• 1 to 3 years of insurance experience   
• Good communication skills – English & regional language (mandatory)  
• Age group: 21-28 years  
• Preferably has own conveyance