Relationship Associate
Date: Sep 3, 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/CSB |
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/CSB |
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