Max Financial Services Looking for Associate Sales Manager – Branch Banking at Patna

  • Full Time
  • Patna
  • Posted 2 years ago

Max Financial Services

Job Description

 

JOB DESCRIPTION

Job Title: Associate Sales Manger
Band:5A

Reporting To: Centre Manager
Department:Bancassurance – Ujjivan Bank
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 Manger
Band:5A

Reporting To: Centre Manager
Department:Bancassurance – Ujjivan Bank
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 Manger Band:5A Reporting To: Centre Manager Department:Bancassurance – Ujjivan Bank JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to c

Experience: 1.00-3.00 Years

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