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JOB DESCRIPTION | |
Job Title:Relationship Associate | Band: 5 |
Reporting To: Centre Manager | Department: Bancassurance - Ujjivan/TMB/ DCB/SIB |
JOB SUMMARY:
Takes responsibility of fulfilling leads & prospecting new business from salary segment ofbank partner to close Protection and annuity business.
.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
JOB DESCRIPTION | |
Job Title:Relationship Associate | Band: 5 |
Reporting To: Centre Manager | Department: Bancassurance - Ujjivan/TMB/ DCB/SIB |
JOB SUMMARY:
Takes responsibility of fulfilling leads & prospecting new business from salary segment ofbank partner to close Protection and annuity business.
.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
Max Group is an Indian conglomerate headquartered in New Delhi, India, operating in the fields of life insurance, healthcare, hospitality, real estate and independent senior living. It was founded in 1985 by Analjit Singh
Job ID: 139040909