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Associate Sales Manager

Associate Sales Manager

ConfidentialMadurai, India
5 days ago
Job description

JOB DESCRIPTION

Job Title : Relationship Associate

Band : 5

Reporting To : Centre Manager

Department : Ujjivan

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 : Relationship Associate

    Band : 5

    Reporting To : Centre Manager

    Department : Ujjivan

    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
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