Associate Sales Manager
Axis Max Life Insurance.com
Office
Thrissur, KL, IN
Full Time
Job Description
- Job Title: Relationship Associate
Band: 5
- Reporting To: Centre Manager
- Department: Bancassurance – Ujjivan/TMB/ DCB/SIB
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
- 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
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
- 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
Associate Sales Manager
Office
Thrissur, KL, IN
Full Time
October 4, 2025