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1.0 - 3.0 years
1 - 3 Lacs
madurai, tamil nadu, india
On-site
Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead 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
Posted 17 hours ago
2.0 - 5.0 years
2 - 5 Lacs
bhubaneswar, odisha, india
On-site
Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead 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
Posted 17 hours ago
2.0 - 5.0 years
2 - 5 Lacs
rohtak, haryana, india
On-site
Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead 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
Posted 17 hours ago
2.0 - 5.0 years
2 - 5 Lacs
guwahati, assam, india
On-site
Max Life Insurance Company Limited is looking for Relationship Associate to join our dynamic team and embark on a rewarding career journey. A Relationship Associate typically refers to a role within the financial services industry, particularly in banking or investment firms As a Relationship Associate, your primary responsibility is to support and manage client relationships to ensure customer satisfaction and promote business growth Here are some common duties and responsibilities associated with the roleClient Relationship Management Building and maintaining strong relationships with clients is a key aspect of the role Relationship Associates interact with clients to understand their financial needs, provide personalized service, address inquiries or concerns, and offer appropriate solutions or recommendations Account Management Relationship Associates oversee client accounts, including opening new accounts, updating account information, and processing transactions They ensure accurate record-keeping and handle any account-related administrative tasks Financial Advisory Support Relationship Associates assist clients by providing basic financial advice and guidance They may explain investment options, discuss risk tolerance, and help clients make informed decisions based on their financial goals Cross-Selling and Upselling Relationship Associates identify opportunities to cross-sell or upsell additional products or services to existing clients This involves analyzing client needs and suggesting relevant solutions that align with their financial objectives Product Knowledge It is important for Relationship Associates to have a deep understanding of the financial products and services offered by their organization They should be able to explain product features, benefits, and associated risks to clients Role: Life Insurance - Other Industry Type: Insurance Department: BFSI , Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate PG: Any Postgraduate
Posted 17 hours ago
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