- 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 conveyanc
Role : Direct Sales Executive
Industry Type : Insurance
Department : Sales & Business Development
Employment Type : Full Time, Permanent
Role Category : Retail & B2C Sales
Education
UG : Any Graduate
PG : Any Postgraduate
Skills Required
Team Handling, Team Management, Sales, Life Insurance, Channel Sales, Insurance, Business Development, Retail Sales, Corporate Sales