Relationship Associate

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 Executive

Industry Type: Insurance

Department: Sales & Business Development

Employment Type: Full Time, Permanent

Role Category: Enterprise & B2B Sales

Education

UG: Any Graduate

PG: Any Postgraduate