
Max Financial Services
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