Relationship Manager
Date: May 1, 2024
Location: Mumbai, MH, IN
Company: maxlifeins
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
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JOB SUMMARY: Responsible for achieving the targets for Annuity Business through NPS, Superannuation & open market (PSU clients) in the assigned region. Responsible for providing assistance in executing the business plan Assist in launching Annuity Business in the Region Presenting products to the targeted audience Update the Sales process and maintain the database as suggested by Retirement Solutions (Government Annuity) department KEY RESPONSIBILITIES: Responsible for implementing the sales plan of the assigned region • Responsible for achieving sales targets from assigned Region/PSU-Clients • Assist in launching & driving Government Annuity Business • Assist PSU clients in evaluating their needs to help select the best solution • Prepare periodic sales reports Maintain database on Govt./ PSUs and competitor information • Update the client’s/ call reports accurately and efficiently and any competitor’s information as suggested by Goverment Annuity team Continuously evaluate potential of Annuity Business in the region • Develop specific analysis parameters • Conduct analysis on the potential groups/PSUs and prepare reports for the Business Head • Collect competitor information on the Government Annuity Business Adhere to all Organization’s policies and procedures Measures of Success: • Actual sales achieved vs the plan • Accuracy and timeliness of sales reports • Actual activity vs targeted activity • Accuracy of competitor information; up to date data KEY RELATIONSHIPS: Internal: • Business Heads • MLI HR & Sales Training Team • MLI Operations Team External: • Top Clients • All Stakeholders DESIRED QUALIFICATIONS & EXPERIENCE: Graduate/Master of Business Administration preferably in Sales, Marketing or Finance 1-2 years of experience in Life Insurance