Associate Sales Manager

3 days ago


Patiala India Max Financial Services Full time

Job Description

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



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