Band: 5/5A/5BReporting To: Centre ManagerDepartment: Bancassurance - Yes BankJOB SUMMARY:
Takes responsibility of fulfilling leads & prospecting recent business from the assigned areas/ branches of channel partner
KEY RESPONSIBILITIES:
Establishing & strengthening relationship with branch manager & staff to gain leads from them.
Involvement in work site activities (putting up stalls and making presentations in corporate.
Closing sale and following up on issuance.
Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s customer base.
Drive effectively the Reward and recognition programs launched for the bank staff.
Train the bank staff regularly on concepts in life insurance and current product introductions.
MEASURES OF SUCCESS:
Adjusted MFYP (Modal first year premium)
Number of policies
Business Leakage including cancellations
15th Month collection
📌 Relationship Associate Business Banking & Emerging Verticals Tamil Nadu
🏢 Axis Max Life Insurance
📍 Tamil Nadu
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