About Max Life Insurance: 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. As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore. For more information, please visit the Company's website at We Stand for:
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JOB DESCRIPTION
Job Title: Financial Sales Manager Band: 5B
Reporting To: Centre Manager Department: Bancassurance - DCB
JOB SUMMARY:
Takes responsibility of fulfilling leads & prospecting new 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
. 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