Job Code
Position
Deputy Sales Manager Tele sales
Reporting To
Department
Axis
Function
Axis Sales
Location
Band
5
B
About Max Life Insurance
Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision To be the most admired life insurance company by securing the financial future of our customers. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 crore as on 31st March 2016."
We Stand for
Caring
An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them.
Collaboration
A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.
Customer Obession
It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight.
Growth Mindset
A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture.
Job Summary
NA
Key Responsibilities/ Key Deliverables
- Will be responsible for meeting sales target through Bank s FOS.
- Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches
- Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Shall train the bank staff regularly on concepts in life insurance and new product introductions.
Measures of Success
- Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
- Relationship with Bank Corporate Salary Manager
- Effective Lead generation and meet value / number targets
Job Specifications
- Graduate in any discipline
- 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Corporate salary experience preferred
Knowledge & Skill Matrix
Additional Information (Optional)
NA
Job Code
Position
Deputy Sales Manager Tele sales
Reporting To
Department
Axis
Function
Axis Sales
Location
Band
5
B
About Max Life Insurance
Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision To be the most admired life insurance company by securing the financial future of our customers. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 crore as on 31st March 2016."
We Stand for
Caring
An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them.
Collaboration
A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.
Customer Obession
It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight.
Growth Mindset
A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture.
Job Summary
NA
Key Responsibilities/ Key Deliverables
- Will be responsible for meeting sales target through Bank s FOS.
- Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches
- Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s corporate salary customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Shall train the bank staff regularly on concepts in life insurance and new product introductions.
Measures of Success
- Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
- Relationship with Bank Corporate Salary Manager
- Effective Lead generation and meet value / number targets
Job Specifications
- Graduate in any discipline
- 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Corporate salary experience preferred
Knowledge & Skill Matrix
Additional Information (Optional)
NA
