Summary
Location
Hubli
Type
full-time
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About this role
JOB DESCRIPTION |
|
Job Title: Relationship Associate/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.
- Involvement in work site activities (putting up stalls and making presentations in corporate.a
- 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/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.
- Involvement in work site activities (putting up stalls and making presentations in corporate.a
- 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
Other facts
About maxlifeins
Axis Max Life Insurance Limited (earlier known as Max Life Insurance Company Limited) is a Joint Venture between Max Financial Services Limited and Axis Bank Limited.
Max Financial Services Ltd. is a part of the Max Group, an Indian multi-business corporation. Axis Max Life Insurance Limited has an individual claims paid ratio of 99.65% as per the annual audited financials for FY23-24.
We offer comprehensive protection and long-term savings life insurance solutions, through our multichannel distribution including agency and third party distribution partners.
You can reach us at our:
Customer Service Helpline - 1860 120 5577 (9:00 AM to 6:00 PM Monday to Saturday) or,
Write to us at [email protected]. You can also contact us through our portal https://www.maxlifeinsurance.com/contact-us/write-to-us.html.
Axis Max Life Insurance Limited has built its operations over almost two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.
As per public disclosures, during the financial year 2023-24,
• As on 31st March 2024 the Company had Rs. 150,836 crore of assets under management(AUM), and
• A Sum Assured in Force of Rs. 1,779,409 crore.
For more information, please visit the Company's website at www.maxlifeinsurance.com
What you'll do
- The Associate Sales Manager is responsible for fulfilling leads and prospecting new business from assigned areas. Key tasks include establishing relationships with branch staff, conducting presentations, and increasing customer awareness about life insurance solutions.
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