Job Description
JOB DESCRIPTION
Job Title: Relationship Associate/
Associate Sales Manager/Financial Sales Manager
Job Title: Relationship Associate/
Associate Sales Manager/Financial Sales Manager
Reporting To: Centre Manager
Reporting To: Centre Manager
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
• 15th Month 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
Job Title: Relationship Associate/
Associate Sales Manager/Financial Sales Manager
Job Title: Relationship Associate/
Associate Sales Manager/Financial Sales Manager
Reporting To: Centre Manager
Reporting To: Centre Manager
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
• 15th Month 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
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Associate | Branch Banking position is now open for candidates interested in the Bank Jobs sector. This role in Udaipur 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.
