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Max Financial Services

Relationship Associate - Branch Banking

Early Applicant
  • a month ago
  • Be among the first 50 applicants
Exp: 2-4 Years

Banking/Accounting/Financial Services

Job Description

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

Skills Required

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Date Posted: 22/10/2024

Job ID: 97522251

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About Company

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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Last Updated: 29-10-2024 01:03:27 PM
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