JOB SUMMARY:

Responsible for achieving the targets for Annuity Business through NPS, Superannuation open market (PSU clients) in the assigned region. Responsible for providing assistance in executing the business plan

Assist in launching Annuity Business in the Region

Presenting products to the targeted audience

Update the Sales process and maintain the database as suggested by Retirement Solutions (Government Annuity) department

KEY RESPONSIBILITIES:

Responsible for implementing the sales plan of the assigned region

Responsible for achieving sales targets from assigned Region/PSU-Clients

Assist in launching driving Government Annuity Business

Assist PSU clients in evaluating their needs to help select the best solution

Prepare periodic sales reports

Maintain database on Govt./ PSUs and competitor information

Update the client’s/ call reports accurately and efficiently and any competitor’s information as suggested by Goverment Annuity team





Continuously evaluate potential of Annuity Business in the region

Develop specific analysis parameters

Conduct analysis on the potential groups/PSUs and prepare reports for the Business Head

Collect competitor information on the Government Annuity Business

Adhere to all Organization’s policies and procedures

Measures of Success:

Actual sales achieved vs the plan

Accuracy and timeliness of sales reports

Actual activity vs targeted activity

Accuracy of competitor information; up to date data

KEY RELATIONSHIPS:

Internal:

Business Heads

MLI HR Sales Training Team

MLI Operations Team

External:

Top Clients

All Stakeholders

DESIRED QUALIFICATIONS EXPERIENCE:

Graduate/Master of Business Administration preferably in Sales, Marketing or Finance

1-2 years of experience in Life Insurance

📌 Financial Planning Manager - Government Annuity (Himachal Pradesh)
🏢 Axis Max Life Insurance
📍 Himachal Pradesh