16 Oct
Max Financial Services
Lucknow
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.
- 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.
- 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
▶️ Associate Sales Manager – Branch Banking
🖊️ Max Financial Services
📍 Lucknow