Associate Sales Manager - Affluent

apartmentMax Financial Services placeDelhi calendar_month 

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
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