JOB DESCRIPTION Job Title Relationship Associate JOB SUMMARY Takes responsibility of fulfilling leads prospecting new business from salary segment of bank partner to close Protection and annuity business KEY RESPONSIBILITIES Band 5 Reporting To Centre Manager Department Bancassurance - Ujjivan TMB DCB SIB 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 JOB DESCRIPTION Job Title Relationship Associate JOB SUMMARY Takes responsibility of fulfilling leads prospecting new business from salary segment of bank partner to close Protection and annuity business KEY RESPONSIBILITIES Band 5 Reporting To Centre Manager Department Bancassurance - Ujjivan TMB DCB SIB 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
Job Title
Relationship Associate