Job title: Financial Sales Manager – Rurban
Company: Max Life Insurance
Job description: JOB DESCRIPTION
Job Title: Relationship Associate/ Wealth Relationship Manager
Associate Sales Manager/Financial Sales Manager
Band: 5/5A/5B
Reporting To: Centre Manager
Department: Bancassurance – Yes Bank
JOB SUMMARY:
Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner
KEY RESPONSIBILITIES:
- Establishing & strengthening relationship with branch manager & staff to gain leads from them.
- Handel HNI candidates.
- Individual Contributor.
- Involvement in work site activities (putting up stalls and making presentations in corporate.
- Closing sale and following up on issuance.
- Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Train the bank staff regularly on concepts in life insurance and new product introductions.
MEASURES OF SUCCESS:
- Adjusted MFYP (Modal first year premium)
- Number of policies
- Business Leakage including cancellations
- 15th Month collection
MINIMUM/SPECIFIC EXPERIENCE:
- Graduate/ Post Graduate in any discipline
- 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively
- Good communication skills – English & regional language (mandatory)
- Age group: 21-28 years
- Preferably has own conveyance
JOB DESCRIPTION
Job Title: Relationship Associate/ Wealth Relationship Manager
Associate Sales Manager/Financial Sales Manager
Band: 5/5A/5B
Reporting To: Centre Manager
Department: Bancassurance – Yes Bank
JOB SUMMARY:
Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner
KEY RESPONSIBILITIES:
- Establishing & strengthening relationship with branch manager & staff to gain leads from them.
- Handel HNI candidates.
- Individual Contributor.
- Involvement in work site activities (putting up stalls and making presentations in corporate.
- Closing sale and following up on issuance.
- Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Train the bank staff regularly on concepts in life insurance and new product introductions.
MEASURES OF SUCCESS:
- Adjusted MFYP (Modal first year premium)
- Number of policies
- Business Leakage including cancellations
- 15th Month collection
MINIMUM/SPECIFIC EXPERIENCE:
- Graduate/ Post Graduate in any discipline
- 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively
- Good communication skills – English & regional language (mandatory)
- Age group: 21-28 years
- Preferably has own conveyance
Expected salary:
Location: Bathinda, Punjab
Job date: Sat, 10 Jun 2023 05:55:29 GMT
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