Bancassurance Job Vacancies in Amritsar

Key Responsibilities:Achieve sales targets for banking products and services through the banca channel.Identify new business opportunities and collaborate with partner banks to expand product offerings.Conduct product training and provide ongoing support to partner bank teams.Develop and maintain strong relationships with key stakeholders within partner banks.Act as the primary point of contact for banking partners, ensuring timely and effective communication.Resolve any issues or concerns related to product delivery or customer queries.Ensure smooth onboarding and customer support for clients referred through the banca channel.Drive customer satisfaction by ensuring timely resolution of complaints and issues.

Job descriptionUrgent Opening in MAX Life insurance company, we are looking candidates who have experience in life insurance/Banking sales.Female Candidates Required- with Good Stability (Vehicle Required)Position Name: Senior Officer (Direct Channel)Highest Qualification: Graduation/Post Graduate more preferable.Experience Required: 6 Months in life insurance sales/Banking sales/Vehicle is compulsory for this job role.JD for the AM role in MAX Life insurance company.JOB SUMMARYDirect customer service and sales to existing MLI customers through relationship building. Existing Customer database will be provided by company (called the Book of Relations- BoR).KEY RESPONSIBILITIESService through relationship managementEstablishing and strengthening relationship with the allocated customer base.Ensure retention of in his/her allocated Book of Relations (existing customer database).Act as single point of contact for customers for any customer query/complaint.Identify financial goals of customers and providing financial planning assistance.Competition Analysis for giving professional advice to customerFix self appointments everyday from the given customer database as per the campaignSalesFocus on cross-sell & up-sell opportunity in allocated customers.Ensure successful completion of licensing as per MLI standardsMEASURES OF SUCCESS:TAT adherence for updating System - CRM NextSuccessful completion of cross-sell/ up-sell Business Goals month on monthCollection of payment/premium from 91-180 days due policiesComplaint Resolution /Customer satisfactionAchievement of Retention Targets.> 45 unique customer meetings in a monthMore than 90% attendance (of total working days)Successfully score >=80% in the Functional Trainings impartedDESIRED QUALIFICATIONS AND EXPERIENCEAssistant Manager - Customer Advisory Team:1.5 - 2 years in sales of Insurance/ Mutual Fund/ CASA/ Investments/ Loans/ Real Estate.Minimum 6 months exposure to Life.

Key Responsibilities:Build strong relationships with branch managers and banking staff of partner banks.Drive life insurance sales through the banca channel by motivating and training bank staff.Conduct regular meetings, presentations, and joint calls with bank employees.Achieve monthly and annual sales targets for life insurance products.Provide after-sales service and ensure high customer satisfaction.Ensure compliance with regulatory and organizational guidelines.Generate leads through bank walk-ins and convert them into successful closures.Coordinate with internal underwriting, operations, and support teams for policy issuance and customer service.