Associate Sales Manager - Bancassurance

Date: May 19, 2025

Location: Haridwar, UL, IN

Company: maxlifeins

  • Will be responsible for meeting sales target through Bank’s FOS.
  • Will be responsible for maintaining relationships with all constituents in the Bank Branch
  • Keeping accurate record of referrals received form all constituents in the bank branch.
  • Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
  • Shall approach him/herself at least 5 new customers in the bank branch each day.

·         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.

·         Shall train the bank staff regularly on concepts in life insurance and new product introductions.

·         Achieving Business Target milestones – AFYP / Blended premium, and no. of cases.

·         Relationship with Bank Branch Manager

·         Effective Lead generation and meet value / number targets