Financial Sales Manager Branch Banking Job In Max Financial Services In India

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Job Details
JOB DESCRIPTION Job Title: Financial Sales ManagerBand: 5 Reporting To: Center ManagerDepartment: Bancassurance - Yes Bank 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 DESCRIPTION Job Title: Financial Sales ManagerBand: 5 Reporting To: Center ManagerDepartment: Bancassurance - Yes Bank 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
Candidate Profile
Max Financial Services is looking for .

Max Financial Services is looking for Any Graduate / Post Graduate profile candidates.

Short Job Information


Job Title : Financial Sales Manager Branch Banking
Company Name : Max Financial Services
Job Location : India
Education : Any Graduate / Post Graduate
Experience : 1 ( years )
Post Date : 08 April, 2023
Last Date : 07 June, 2023
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