▷ [Urgent Search] Financial Sales Manager

4 weeks ago


India Cochin Kochi Ernakulam Max Financial Services Full time

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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