Financial Sales Manager

Job title: Financial Sales Manager

Company: Max Life Insurance


Job description: MARY: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 LifeMEASURES OF SUCCESS:· Adjusted MFYP (Modal first year premium)· Number of policies· Business Leakage including cancellationsMINIMUM/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 conveyanceMARY: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 LifeMEASURES OF SUCCESS:· Adjusted MFYP (Modal first year premium)· Number of policies· Business Leakage including cancellationsMINIMUM/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

Expected salary:

Location: Chennai, Tamil Nadu

Job date: Fri, 13 Jun 2025 07:59:38 GMT

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