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Financial Sales Manager
ConfidentialDelhi26 days ago
Job descriptionLead 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
- Graduate / Post Graduate in any discipline
- 2 to 5 years of insurance experience
- Good communication skills - English & regional language (mandatory)
- Age group 21-28 years
- Preferably has own conveyance
MINIMUM / SPECIFIC EXPERIENCE
Skills Required
Lead Generation, Relationship Building, Client Engagement
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Sales Manager • Delhi