Relationship Associate (Bancassurance Sales ) | Max Life insurance Career

Leading Life insurance company Max life is currently looking for Relationship Associate in Bancassurance channel with partner Axis Bank, below is details of recruitment.

Designation: Relationship Associate (Bancassurance – Sales AXIS)

Reporting To: Cluster Manager

Department: Bancassurance

Required Experience: 0 – 1 Years

KEY RESPONSIBILITIES:
  • Will be responsible for meeting sales target through Bank’s FOS.
  • Will be responsible for maintaining relationships with all constituents in the Bank Branch
  • Keeping accurate record of referrals received form all constituents in the bank branch.
  • Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
  • Shall approach him/herself at least 5 new customers in the bank branch each day.
  • 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.
  • Shall train the bank staff regularly on concepts in life insurance and new product introductions.

MEASURES OFSUCCESS:

  • Achieving Business Target milestones – AFYP / Blended premium, and no. of cases.
  • Relationship with Bank Branch Manager
  • Effective Lead generation and meet value / number targets

JOB REQUIREMENTS

MINIMUM/ SPECIFICEXPERIENCE: 

  • Graduate in any discipline
  • 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.

How to Apply : Eligible and interested applicants need to submit application here for further interview process.

Overview : Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation. Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.

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