Relationship Associate

5 days ago

Delhi, Delhi, India maxlifeins Full time ₹ 5,00,000 - ₹ 15,00,000 per year


JOB DESCRIPTION

Job Title: Associate Sales Manager

Band: 5A



Reporting To: Centre Manager



Department: Strategic Alliances – Catholic Syrian Bank



 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
  • 2 to 5 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: Strategic Alliances – Catholic Syrian Bank



 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
  • 2 to 5 years of insurance experience
  • Good communication skills – English & regional language (mandatory)
  • Age group: 21-28 years
  • Preferably has own conveyance

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