Financial Sales Manager
Date: Oct 25, 2024
Location: Thrissur, KL, IN
Company: maxlifeins
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JOB DESCRIPTION |
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Job Title: Relationship Associate |
Band: 5 |
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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:
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- 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