Financial Sales Manager – Branch Banking
Published date: 2024/01/10
- Location: Mumbai, Maharashtra, 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
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
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