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Max Financial Services

Relationship Associate - Bancassurance

Max Financial Services
Early Applicant
  • 8 hours ago
  • Be among the first 50 applicants
Exp: 0-2 Years
Barabanki, India(estd)

Banking/Accounting/Financial Services

(estd)
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Job Description

  • Will be responsible for meeting sales target through Bank's FOS.
  • Will be responsible for maintaining relationships with all constituents in the Bank Branch
  • Keeping accurate record of referrals received form all constituents in the bank branch.
  • Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
  • Shall approach him/herself at least 5 new customers in the bank branch each day.
  • 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.
  • Shall train the bank staff regularly on concepts in life insurance and new product introductions.
    • Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
    • Relationship with Bank Branch Manager
    • Effective Lead generation and meet value / number targets

More Info

Industry:Banking/Accounting/Financial Services

Function:Banking

Job Type:Permanent Job

Skills Required

Insurance
Lead Generation
Training
Sales

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Date Posted: 26/11/2024

Job ID: 101550443

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About Company

Max Financial Services
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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

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