Relationship Associate

Job Title

Band:

Reporting To:

Department:

JOB SUMMARY:

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


• 1 to 3 years of insurance experience


• Good communication skills English & regional language (mandatory)


• Age group: 21-28 years


• Preferably has own conveyance

Job Title

Band:

Reporting To:

Department:

JOB SUMMARY:

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


• 1 to 3 years of insurance experience


• Good communication skills English & regional language (mandatory)


• Age group: 21-28 years


• Preferably has own conveyance