Relationship Associate

5 hours ago


Bareilly, Uttar Pradesh, India Max New York Life insurance Co Ltd Full time ₹ 1,20,000 - ₹ 1,80,000 per year
Job Description

JOB DESCRIPTION

Job Title: Associate Sales Manager
Band: 5A
Reporting To: Centre Manager
Department: Strategic Alliances

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 banks 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
Locations:

Bareilly, UP, IN



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