Relationship Associate

1 week ago


Pune, Maharashtra, India maxlifeins Full time ₹ 6,00,000 - ₹ 12,00,000 per year


JOB DESCRIPTION

Job Title: Relationship Associate/
Associate Sales Manager/Financial Sales Manager

Band: 5/5A/5B



Reporting To: Centre Manager



Department:  CABR



 JOB SUMMARY:

Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner

KEY RESPONSIBILITIES:
  • Establishing & strengthening relationship with branch manager & staff to gain leads from them.
  • Involvement in work site activities (putting up stalls and making presentations in corporate.
  • Closing sale and following up on issuance.
  • Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base.
  • Drive effectively the Reward and recognition programs launched for the bank staff.
  • Train the bank staff regularly on concepts in life insurance and new product introductions.

MEASURES OF SUCCESS:

    • Adjusted MFYP (Modal first year premium)
    • Number of policies
    • Business Leakage including cancellations
    • 15th Month collection

MINIMUM/SPECIFIC EXPERIENCE: 

  • Graduate/ Post Graduate in any discipline
  • 0.6 to 2/2 to 3/3-4 years  of experience in sales for 5/ 5Arespectively
  • Good communication skills – English & regional language (mandatory)
  • Age group: 21-28 years
  • Preferably has own conveyance


JOB DESCRIPTION

Job Title: Relationship Associate/
Associate Sales Manager/Financial Sales Manager

Band: 5/5A/5B



Reporting To: Centre Manager



Department:  CABR



 JOB SUMMARY:

Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner

KEY RESPONSIBILITIES:
  • Establishing & strengthening relationship with branch manager & staff to gain leads from them.
  • Involvement in work site activities (putting up stalls and making presentations in corporate.
  • Closing sale and following up on issuance.
  • Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base.
  • Drive effectively the Reward and recognition programs launched for the bank staff.
  • Train the bank staff regularly on concepts in life insurance and new product introductions.

MEASURES OF SUCCESS:

    • Adjusted MFYP (Modal first year premium)
    • Number of policies
    • Business Leakage including cancellations
    • 15th Month collection

MINIMUM/SPECIFIC EXPERIENCE: 

  • Graduate/ Post Graduate in any discipline
  • 0.6 to 2/2 to 3/3-4 years  of experience in sales for 5/ 5Arespectively
  • Good communication skills – English & regional language (mandatory)
  • Age group: 21-28 years
  • Preferably has own conveyance


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