Relationship AssociateConfidential • Lucknow, India
Relationship Associate
Confidential • Lucknow, India
27 days ago
Job descriptionNumber 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 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 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
JOB DESCRIPTION
Job Title : Associate Sales Manager
Band : 5A
Reporting To : Centre Manager
Department : Strategic Alliances
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 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 : Associate Sales Manager
Band : 5A
Reporting To : Centre Manager
Department : Strategic Alliances
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
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Relationship Associate • Lucknow, India
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