Financial Sales Manager

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

MINIMUM / SPECIFIC EXPERIENCE

Role :   Branch Sales Manager (B2C)

Industry Type :   Insurance

Department :   Sales & Business Development

Employment Type :   Full Time, Permanent

Role Category :   Retail & B2C Sales

Education

UG :   Any Graduate

PG :   Any Postgraduate

Skills Required

Training, Lead Generation, Penetration, Corporate, Bancassurance, Banking, Relationship, Hni Client Handling