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

 Tie-ups/Empanelment with large PSUs

 Assist in launching Annuity Business in the assigned Region

 Presenting the Corporate Annuity products to the targeted audience

 Update the Sales process and maintain the databases as suggested by Corporate Annuity Department

KEY RESPONSIBILITIES

Responsible for implementing the sales plan of the assigned region
Responsible of handling a team of FLS
Responsible for tie-ups with PSUs
Responsible for achieving sales targets from the large

PSUs on a month-on-month basis
Assist in launching & driving Annuity Business
Conceptualizing & implementation of sales promotional activities for brand building & market development
Prepare periodic sales reports
Conduct webinars / Presentations with retirees of PSUs
Ensure to have explicit understanding of products and awareness of offerings by competition.

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 Corporate

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
Stakeholders

DESIRED QUALIFICATIONS & EXPERIENCE:
Graduate/Master of Business Administration preferably in Sales, Marketing or Finance

5+ years of relevant experience in Life Insurance - Corporate Annuity Sales

📌 Unit Head Corporate Annuity & Funds Maharashtra (India)
🏢 Axis Max Life Insurance
📍 India