Relationship Associate Branch Banking

Year    Siliguri, West Bengal, India

Job Description


Job Title:Relationship AssociateBand: 5Reporting To: Center ManagerDepartment: Bancassurance - Yes BankJOB 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:Relationship AssociateBand: 5Reporting To: Center ManagerDepartment: Bancassurance - Yes BankJOB 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

Max Life Insurance

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Job Detail

  • Job Id
    JD3457429
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Siliguri, West Bengal, India
  • Education
    Not mentioned
  • Experience
    Year