MA

Associate Sales Manager

Max Life Insurance
Delhi2-5 LPA Posted 9 May 2025
FULL TIME
Penetration
Banking
Sales Associate
Lead Generation
Training
+1 more

Job Description

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.

  • KEY RESPONSIBILITIESLead 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
  • 2 to 5 years of insurance experience
  • Good communication skills - English & regional language (mandatory)
  • Age group 21-28 years
  • Preferably has own conveyance

JOB DESCRIPTION Job Title Associate Sales Manager

Band 5A

Reporting To Centre Manager

Department Strategic Alliances

JOB SUMMARY

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.

  • KEY RESPONSIBILITIESLead 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
  • 2 to 5 years of insurance experience
  • Good communication skills - English & regional language (mandatory)
  • Age group 21-28 years
  • Preferably has own conveyance

Role: Branch Sales Manager (B2B)

Industry Type: Insurance

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Enterprise & B2B Sales

Education

UG: Any Graduate

PG: Any PostgraduateTakes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.

  • KEY RESPONSIBILITIESLead 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
  • 2 to 5 years of insurance experience
  • Good communication skills - English & regional language (mandatory)
  • Age group 21-28 years
  • Preferably has own conveyance

JOB DESCRIPTION Job Title Associate Sales Manager

Band 5A

Reporting To Centre Manager

Department Strategic Alliances

JOB SUMMARY

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.

  • KEY RESPONSIBILITIESLead 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
  • 2 to 5 years of insurance experience
  • Good communication skills - English & regional language (mandatory)
  • Age group 21-28 years
  • Preferably has own conveyance

Role: Branch Sales Manager (B2B)

Industry Type: Insurance

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Enterprise & B2B Sales

Education

UG: Any Graduate

  • PG: Any Postgraduate
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