MA

Associate Sales Manager - Bancassurance

Max Life Insurance
Dehradun3-8 LPA Posted 9 May 2025
FULL TIME
human capital
Banking
Financial Services
Branch Banking
Relationship
+3 more

Job Description

  • Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOS
  • Responsible for managing the leads generated from Branch and thereby convert into quality business.
  • Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain.
  • Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
  • Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers.
  • Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions.
  • Shall be responsible for making active the branch banking sellers and thereby achieving the activation target
  • Ensuring LMS usage as Tracking Mechanism on line and follow up Calls.

Key competencies/skills required

Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process

Desired qualification and experience-

  • Graduate in Any Discipline from a UGC / AICTE approved College and University.
  • 1 to 2 years of experience in sales, experience in Insurance will be preferred.
  • Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.

Role: Branch Sales Manager (B2C)

Industry Type: Insurance

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Retail & B2C Sales

Education

UG: Any Graduate

PG: Any Postgraduate

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