Financial Sales Manager – Branch Banking
Published date: 2024/01/10
- Location: Ahmedabad, Gujarat, India
JOB DESCRIPTION
Job Title: Relationship Associate/
Associate Sales Manager/Financial Sales Manager
Band:5/5A/5B
Reporting To: Centre Manager
Department:Bancassurance - Yes Bank
JOB SUMMARY:
Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES:
• Establishing & strengthening relationship with branch manager & staff to gain leads from them.
• Involvement in work site activities (putting up stalls and making presentations in corporate.
• Closing sale and following up on issuance.
• 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.
• Train the bank staff regularly on concepts in life insurance and new product introductions.
MEASURES OF SUCCESS:
• *
Adjusted MFYP (Modal first year premium)
• Number of policies
• Business Leakage including cancellations
• 15thMonth collection
MINIMUM/SPECIFIC EXPERIENCE:
• Graduate/ Post Graduate in any discipline
• 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively
• Good communication skills - English & regional language (mandatory)
• Age group: 21-28 years
• Preferably has own conveyance
3.00-4.00 Years
Job Title: Relationship Associate/
Associate Sales Manager/Financial Sales Manager
Band:5/5A/5B
Reporting To: Centre Manager
Department:Bancassurance - Yes Bank
JOB SUMMARY:
Takes responsibility of fulfilling leads & prospecting new business from the assigned areas/ branches of channel partner KEY RESPONSIBILITIES:
• Establishing & strengthening relationship with branch manager & staff to gain leads from them.
• Involvement in work site activities (putting up stalls and making presentations in corporate.
• Closing sale and following up on issuance.
• 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.
• Train the bank staff regularly on concepts in life insurance and new product introductions.
MEASURES OF SUCCESS:
• *
Adjusted MFYP (Modal first year premium)
• Number of policies
• Business Leakage including cancellations
• 15thMonth collection
MINIMUM/SPECIFIC EXPERIENCE:
• Graduate/ Post Graduate in any discipline
• 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively
• Good communication skills - English & regional language (mandatory)
• Age group: 21-28 years
• Preferably has own conveyance
3.00-4.00 Years
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