Relationship Manager - Broca
Date: Nov 19, 2024
Location: Kolkata, WB, 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