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

📌 Relationship Manager - Government Annuity (Punjab)
🏢 Axis Max Life Insurance
📍 Punjab