Relationship Associate

JOB DESCRIPTION

Job Title : Relationship Associate

Band : 5

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 mind share 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)

MINIMUM / SPECIFIC EXPERIENCE :

JOB DESCRIPTION

Job Title : Relationship Associate

Band : 5

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 :

MEASURES OF SUCCESS :

Adjusted MFYP (Modal first year premium)

MINIMUM / SPECIFIC EXPERIENCE :

Skills Required

Lead Generation