JOB DESCRIPTION

Job Title : Associate sales manager

Band: 5A

Reporting To: Centre Manager

Department: Bancassurance - Ujjivan/TMB/ DCB/SIB

JOB SUMMARY:

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.

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:

JOB DESCRIPTION
Job Title : Associate sales manager	Band: 5A
Reporting To: Centre Manager	Department: Bancassurance - Ujjivan/TMB/ DCB/SIB

JOB SUMMARY:

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.

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:

Associate Sales Manager