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3 days ago
Job Description
">Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. Key responsibilities include lead generation at the time of account opening/service call being made to the customer, establishing and strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity.
">Responsibilities
">- Lead generation through timely follow-up during account openings and service calls.
- Involvement in site activities such as putting up stalls and making presentations in corporate offices.
- Engagement with HNI clients for one-on-one selling.
- Closing sales and following up on issuance.
- Increasing awareness about Life Insurance solutions among bank customers and achieving targeted penetration on Annuity and protection.
- Effective execution of Reward and recognition programs for bank staff.
- Training bank staff regularly on Annuity and Protection plans offered by Max Life.
Measures of Success
">- Adjusted MFYP (Modal first year premium).
- Number of policies sold.
- Business leakage including cancellations.
Requirements
">- Graduate or Post Graduate in any discipline.
- 1-3 years of experience in insurance industry.
- Good communication skills in English and regional language (mandatory).
- Age group 21-28 years.
- Preferably own conveyance.
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