Relationship Associate - Broca

Date: May 26, 2025

Location: Patna, BR, IN

Company: maxlifeins

JOB DESCRIPTION

Job Title:

Associate Sales Manager

Band:5A

Reporting To: Centre Manager

Department: Broking Channel

 

 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: 21-32 years

·         Preferably has own conveyance

 

 

JOB DESCRIPTION

Job Title:

Associate Sales Manager

Band:5A

Reporting To: Centre Manager

Department: Broking Channel

 

 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: 21-32 years

·         Preferably has own conveyance