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)
- 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 conveyance
