Relationship Associate - Branch Banking

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Date: May 20, 2025

Location: Hyderabad, TG, IN

Company: maxlifeins

JOB DESCRIPTION

Job Title:Associate Sales Manager

Band: 5

Reporting To:  Center Manager

Department: Bancassurance – Yes  Bank

 

 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

 

 

MINIMUM/SPECIFIC EXPERIENCE:  

 

· 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

 

 

 

 

About Max Life Insurance:

 

Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.

Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its

operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.

 

As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore.

 

For more information, please visit the Company's website at www.maxlifeinsurance.com

 

We Stand for:

 

Caring

A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance.

Collaboration

A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization’s ask. A leader who addresses challenges with a solution oriented approach to create “win-win” partnerships within & outside teams through inspired cooperation and teamwork.

Customer Obession

A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience.

Growth Mindset

An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance.

People Leadership

A people’s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes.


"Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity."

 

 

 

 

JOB DESCRIPTION

Job Title:Associate Sales Manager

Band: 5

Reporting To:  Center Manager

Department: Bancassurance – Yes  Bank

 

 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

 

 

MINIMUM/SPECIFIC EXPERIENCE:  

 

· 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