Associate Sales Manager

Date: May 20, 2025

Location: Tirunelveli, TN, IN

Company: maxlifeins

JOB DESCRIPTION

Job Title: Associate sales manager

Band: 5A

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: Associate sales manager

Band: 5A

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