▷ [Urgent Search] Financial Sales Manager
4 weeks ago
Job Description
OB 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/SI
OB 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/SI
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