▷ Urgent Search: Relationship Associate

2 days ago


India Mysore Max Financial Services Full time

Job Description JOB DESCRIPTION Job Title: Relationship Associate Band:5 Reporting To: Centre Manager Department:Bancassurance -Ujjivan/TMB/ DCB/SIB/CSB 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: Relationship Associate Band:5 Reporting To: Centre Manager Department:Bancassurance -Ujjivan/TMB/ DCB/SIB/CSB 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



  • Gurugram, Gurugram, India Cosmofeed Full time

    Job Description Job Title: Creator Acquisition Associate Location: Gurgaon, Sector 27 (On-Site) Type: Full-time About Cosmofeed Cosmofeed is a creator-first platform offering tools and features that help content creators grow and monetize their audiences. We're building the future of the creator economyand you can be part of our journey! Role...


  • India CyberToss Pvt. Ltd. Full time

    Job Description Transform Data into Insights with CyberToss Begin Your Research Journey Today! Company Name: CyberToss Pvt. Ltd. Location: Serampore, Hooghly Shift: Night Educational Qualification: Any Graduate or equivalent Stipend- 8,000/- to 10,000/- Education:- Any Graduate or equivalent(Candidates belonging from BCA, MCA, B.com, M.com B.Tech in computer...


  • Malappuram, India Interval SkillX Full time

    Job Description Company Description Interval SkillX is dedicated to empowering generations with future skills to accelerate growth, inspire leadership, and spark innovation for a better tomorrow. Our mission is to equip individuals with the knowledge and abilities needed to thrive in a rapidly changing world, fostering both personal and professional...


  • Delhi, India RR Finance Full time

    Job Description We are urgently looking for Sr.Relationship Manager profile location based at Location:- Barakhamba Road,New Delhi110001, Responsibilities Responsible for all aspects of products of should have knowledge of all financial Product i.e. Fixed Deposit, Mutual funds, Bonds ,insurance etc. Candidate will be responsible for B2B Sales. Responsible...


  • Mysoru/ Mysore, India Max New York Life insurance Co Ltd Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Job Description JOB DESCRIPTION Job Title: Relationship AssociateBand: 5Reporting To: Centre ManagerDepartment: Bancassurance Ujjivan/TMB/ DCB/SIB/CSBJOB 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...


  • India YourTribe Full time

    Responsibilities ∙Design & implement search solutions: Architect and develop advanced search features using OpenSearch/Elasticsearch, including custom analysers, tokenisers, and scoring algorithms. ∙Index & template management: Create and maintain index templates, mappings, and lifecycle policies to ensure data integrity, performance, and scalability....


  • Noida, India EPIC Investment Partners Full time

    Job Description Role Profile: Senior Process Associate We are looking for a Senior Process Associate to support our Reporting function, who will contribute to the business's success by handling international accounts. The incumbent is expected to be a self- starter, who can work with minimal supervision, and will be working in a dynamic, fast- paced...


  • Mumbai, Maharashtra, India, Maharashtra XQtiv Consulting Full time

    Dear Future Colleague,Thank you for your interest in working with us. We welcome you to explore our firm and together evaluate if a shared journey awaits us.At its core, XQtiv is a global talent advisory firm. We are dedicated to solving complex talent problems for our clients from hiring top-notch talent to evaluating current and incumbent leaders.Our...


  • Jaipur, India Bonanza Portfolio Ltd Full time

    Job Description Job description of Sales Relationship Manager Preferable Product: Stock Broking, Mutual Funds, Insurance ( Sales personnel handling Direct as well as B to B channel ) Preferred Skill Set: -Logical and analytical approach to Sales -Convincing power -Experience & Knowledge of handling B to B channel in Stock Broking / Mutual Funds / Life /...


  • Meerut, India LICHFL Financial Services Ltd Full time

    Job Description Company Description LICHFL Financial Services Ltd., a wholly owned subsidiary of LIC Housing Finance Ltd., was incorporated on 31st October 2007 with a core business objective of providing complete financial solutions to secure your future. We focus on offering financial services with the Customer as the Center of Focus and aim to build...