Job Title: Relationship Associate/Associate Sales ManagerBand: 5/5AReporting To: Centre ManagerDepartment: Bancassurance – Ujjivan/TMB/ DCB/SIB/CSBJOB SUMMARY:

Takes responsibility of fulfilling leads & prospecting current 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

📌 Associate Sales Manager (Tamil Nadu)
🏢 Axis Max Life Insurance
📍 Tamil Nadu