Associate Sales Manager – Branch Banking
Max Financial Services
India
1-3 years
Job Description
JOB DESCRIPTION |
|
Job Title:Associate Sales Manager |
Band:Â 5 |
| Reporting To: Center Manager | Department:Â Bancassurance – Yes 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
- 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:Associate Sales Manager |
Band:Â 5 |
| Reporting To: Center Manager | Department:Â Bancassurance – Yes 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
- 1 to 3 years of insurance experience
- Good communication skills – English & regional language (mandatory)
- Age group: 21-28 years
- Preferably has own conveyance
More Info
JOB TYPE Permanent Job
INDUSTRIES Banking/Accounting/Financial Services
FUNCTIONS Insurance
SKILLS PRESENTATION,INSURANCE,PROSPECTING,CUSTOMER AWARENESS,LEAD GENERATION,SELLING,TRAINING,COMMUNICATION,RELATIONSHIP.
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