Associate Sales Manager - Branch Banking

Date: May 26, 2025

Location: Mumbai, MH, IN

Company: maxlifeins

 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 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