0.0 - 3.0 years

0 Lacs

raipur

On-site

You will be responsible for meeting sales targets through Banks FOS and maintaining relationships with all constituents in the Bank Branch. It is essential to keep accurate records of referrals received from all constituents in the bank branch and adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered. You are expected to approach at least 5 new customers in the bank branch each day, increase banks customer awareness about Life Insurance solutions, and achieve the targeted penetration on cross-sell within the branch's customer base. Driving the Reward and recognition programs launched for the bank staff and training the bank staff regularly on concepts in life insurance and new product introductions are also part of your key responsibilities. To measure your success, achieving Business Target milestones AFYP/Blended premium, and the number of cases are crucial. Building a strong relationship with the Bank Branch Manager, effective lead generation, and meeting value/number targets are essential indicators of success. As for the job requirements, being a graduate in any discipline is mandatory. Freshers are also eligible for this position. A minimum of 1 to 2 years of overall experience in sales with at least 6 months of work experience in the fields of Banca, life insurance sales management, retail bank distribution, and channel management and/or DSA relationship is required. Max Life Insurance Company Limited, a Joint Venture between Max Financial Services Limited and Axis Bank Limited, offers comprehensive protection and long-term savings life insurance solutions through a multichannel distribution network. The company has achieved significant milestones, with a gross written premium of Rs. 16,184 crore during the financial year 2019-20, Rs. 68,471 crore of assets under management (AUM), and a Sum Assured in Force of Rs. 913,660 crore as of 31st March 2020. Max Life Insurance stands for caring, collaboration, customer obsession, growth mindset, and people leadership. The company values diversity, inclusion, and high performance, aiming to provide the best customer experience and superior business outcomes. Max Life Insurance is an Equal Opportunity Employer dedicated to promoting inclusion and diversity. For more information, please visit the Company's website at www.maxlifeinsurance.com.,

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Associate Sales Manager - Rurban maxlifeins

1.0 - 5.0 years

0 Lacs

rohtak, haryana

On-site

As a Relationship Associate/Associate Sales Manager/Financial Sales Manager in the Bancassurance department at Yes Bank, you will be responsible for fulfilling leads, prospecting new business, and establishing strong relationships with branch managers and staff to generate leads. Your primary focus will be on increasing customer awareness about Life Insurance solutions and achieving targeted penetration within the branch's customer base. Additionally, you will be involved in work site activities, closing sales, following up on issuances, and driving reward and recognition programs for the bank staff. Key Responsibilities: - Establish and strengthen relationships with branch managers and staff to obtain leads. - Participate in work site activities such as putting up stalls and making presentations. - Close sales and follow up on issuance. - Increase customer awareness about Life Insurance solutions and promote cross-selling. - Drive reward and recognition programs for bank staff. - Regularly train bank staff on life insurance concepts and new product introductions. Measures of Success: - Achieve Adjusted MFYP (Modal First Year Premium) targets. - Increase the number of policies sold. - Minimize business leakage, including cancellations. - Ensure timely 15th-month collection from customers. Minimum/Specific Experience: - Graduation/Post-graduation in any discipline. - 0.6 to 2 years of sales experience for Band 5, 2 to 3 years for Band 5A, and 3-4 years for Band 5B. - Strong communication skills in English and regional languages are mandatory. - Age group: 21-28 years. - Preferably owns conveyance for travel purposes.,

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