Associate Sales Manager

Date: Jun 11, 2025

Location: New Delhi, DL, IN

Company: maxlifeins

JOB DESCRIPTION

Job Title:  Relationship Associate

Band: 5

Reporting To: Centre Manager

Department: Bancassurance – Ujjivan/TMB/ DCB/SIB

 

 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

 

 

JOB DESCRIPTION

Job Title:  Relationship Associate

Band: 5

Reporting To: Centre Manager

Department: Bancassurance – Ujjivan/TMB/ DCB/SIB

 

 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