Relationship Associate at maxlifeins

Chennai, tamil nadu, India -

Full Time

Start Date

Immediate

Expiry Date

30 Jan, 26

Salary

0.0

Posted On

01 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Lead Generation, Relationship Building, Sales Closing, Customer Awareness, Training, Communication, Insurance Knowledge, Annuity, Protection Plans, Client Engagement, Presentation Skills, Team Collaboration, Business Development, Networking, HNI Client Interaction, Reward Programs

Industry

Insurance

Description

JOB DESCRIPTION Job Title: Relationship Associate Band: 5 Reporting To: Centre Manager Department: Bancassurance – Ujjivan/TMB/ DCB/SIB/CSB 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: Relationship Associate Band: 5 Reporting To: Centre Manager Department: Bancassurance – Ujjivan/TMB/ DCB/SIB/CSB 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

Responsibilities

The Relationship Associate is responsible for generating leads and prospecting new business from the salary segment of bank partners to close protection and annuity business. This includes establishing relationships with bank staff, engaging with HNI clients, and increasing customer awareness about life insurance solutions.