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Relationship Associate

Relationship Associate

APPKurnool, Telangana, India
9 hours ago
Job description

JOB DESCRIPTION

Job Title : Associate sales manager

Band : 5A

Reporting To : Centre Manager

Department : Bancassurance Ujjivan / TMB / DCB / SIB

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
  • 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 : 5A

    Reporting To : Centre Manager

    Department : Bancassurance Ujjivan / TMB / DCB / SIB

    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
  • 1 to 3 years of insurance experience
  • Good communication skills English & regional language (mandatory)
  • Age group : 21-28 years
  • Preferably has own conveyance
  • Required Experience :

    IC

    Key Skills

    Close Protection,Accounting,IT Service Desk,Administration Support

    Employment Type : Full Time

    Experience : years

    Vacancy : 1

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    Relationship Associate • Kurnool, Telangana, India

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