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Relationship Associate

ConfidentialRohtak

26 days ago

Job description

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

2 to 5 years of insurance experience

Good communication skills - English & regional language (mandatory)

Age group 21-28 years

Preferably has own conveyance

Role : Branch Sales Executive

Industry Type : Insurance

Department : Sales & Business Development

Employment Type : Full Time, Permanent

Role Category : Enterprise & B2B Sales

Education

UG : Any Graduate

PG : Any Postgraduate

Skills Required

Financial Services, Life Insurance, Client Relationship Management, Customer Satisfaction, Financial Advisory, Marketing, Upselling, Financial Products, Relationship Management, Sales, Insurance, Investment, Business Development

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Relationship Associate • Rohtak