Job Description
JOB DESCRIPTION
Job Title: Financial Sales Manager
Band:5B
Reporting To: Centre Manager
Department:Bancassurance - Ujjivan 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:5B
Reporting To: Centre Manager
Department:Bancassurance - Ujjivan 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:5B
Reporting To: Centre Manager
Department:Bancassurance - Ujjivan 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:5B
Reporting To: Centre Manager
Department:Bancassurance - Ujjivan 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
💡 Quick Summary
Seeking a career-building opportunity? The Financial Sales Manager | Branch Banking | AI|00 position is now open for candidates interested in the Bank Jobs sector. This role in New Delhi offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
