JOB DESCRIPTIONJob Title: Relationship AssociateBand: 5Reporting To: Centre ManagerDepartment: Bancassurance - Ujjivan/TMB/ DCB/SIB/CSBJOB 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 customerEstablishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and AnnuityInvolvement in work site activities (putting up stalls and making presentations in corporate.Working, engaging and connecting with HNI clients for one on one sellingClosing sale and following up on issuance.Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protectionDrive effectively the Reward and recognition programs launched for the bank staff.Train the bank staff regularly on Annuity and Protection plan of Max LifeMEASURES OF SUCCESS:Adjusted MFYP (Modal first year premium)Number of policiesBusiness Leakage including cancellationsMINIMUM/SPECIFIC EXPERIENCE:Graduate/ Post Graduate in any discipline1 to 3 years of insurance experienceGood communication skills - English & regional language (mandatory)Age group: 21-28 yearsPreferably has own conveyanceJOB DESCRIPTIONJob Title: Relationship AssociateBand: 5Reporting To: Centre ManagerDepartment: Bancassurance - Ujjivan/TMB/ DCB/SIB/CSBJOB 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 customerEstablishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and AnnuityInvolvement in work site activities (putting up stalls and making presentations in corporate.Working, engaging and connecting with HNI clients for one on one sellingClosing sale and following up on issuance.Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protectionDrive effectively the Reward and recognition programs launched for the bank staff.Train the bank staff regularly on Annuity and Protection plan of Max LifeMEASURES OF SUCCESS:Adjusted MFYP (Modal first year premium)Number of policiesBusiness Leakage including cancellationsMINIMUM/SPECIFIC EXPERIENCE:Graduate/ Post Graduate in any discipline1 to 3 years of insurance experienceGood communication skills - English & regional language (mandatory)Age group: 21-28 yearsPreferably has own conveyance
