Financial Sales Manager - Branch Banking
Published date: 2024/01/10
- Location: Kolkata, West Bengal, India
JOB DESCRIPTION
Job Title: Financial Sales Manager
Band: 5
Reporting To: Centre Manager
Department: 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 Manager
Band: 5
Reporting To: Centre Manager
Department: 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 Title: Financial Sales Manager
Band: 5
Reporting To: Centre Manager
Department: 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 Manager
Band: 5
Reporting To: Centre Manager
Department: 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
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