Financial Sales Manager Branch Banking Job In Max Financial Services In India

JOB DESCRIPTION Job Title: Financial Sales ManagerBand: 5 Reporting To: Center ManagerDepartment: Bancassurance - Yes Bank 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

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: Financial Sales ManagerBand: 5 Reporting To: Center ManagerDepartment: Bancassurance - Yes Bank 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

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

Max Financial Services is looking for .

Max Financial Services is looking for Any Graduate / Post Graduate profile candidates.