Relationship Associate

3 weeks ago

India Nizamabad Max Financial Services Full time

Job Description JOB DESCRIPTION Job Title: Relationship Associate JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES: Band:5 Reporting To: Centre Manager Department:Bancassurance -Ujjivan/TMB/ DCB/SIB - 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 JOB SUMMARY: Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES: Band:5 Reporting To: Centre Manager Department:Bancassurance -Ujjivan/TMB/ DCB/SIB - 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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