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Relationship Manager - CBG

Fresher   Raipur   28 Jul, 2025
maxlifeins
Job LocationRaipur
EducationNot Mentioned
SalaryNot Disclosed
IndustryBFSI
Functional AreaNot Mentioned
EmploymentTypeFull-time

Job Description

    You will be responsible for meeting sales targets through Banks FOS and maintaining relationships with all constituents in the Bank Branch. It is essential to keep accurate records of referrals received from all constituents in the bank branch and adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered. You are expected to approach at least 5 new customers in the bank branch each day, increase banks customer awareness about Life Insurance solutions, and achieve the targeted penetration on cross-sell within the branchs customer base. Driving the Reward and recognition programs launched for the bank staff and training the bank staff regularly on concepts in life insurance and new product introductions are also part of your key responsibilities.To measure your success, achieving Business Target milestones AFYP/Blended premium, and the number of cases are crucial. Building a strong relationship with the Bank Branch Manager, effective lead generation, and meeting value/number targets are essential indicators of success.As for the job requirements, being a graduate in any discipline is mandatory. Freshers are also eligible for this position. A minimum of 1 to 2 years of overall experience in sales with at least 6 months of work experience in the fields of Banca, life insurance sales management, retail bank distribution, and channel management and/or DSA relationship is required.Max Life Insurance Company Limited, a Joint Venture between Max Financial Services Limited and Axis Bank Limited, offers comprehensive protection and long-term savings life insurance solutions through a multichannel distribution network. The company has achieved significant milestones, with a gross written premium of Rs. 16,184 crore during the financial year 2019-20, Rs. 68,471 crore of assets under management (AUM), and a Sum Assured in Force of Rs. 913,660 crore as of 31st March 2020.Max Life Insurance stands for caring, collaboration, customer obsession, growth mindset, and people leadership. The company values diversity, inclusion, and high performance, aiming to provide the best customer experience and superior business outcomes. Max Life Insurance is an Equal Opportunity Employer dedicated to promoting inclusion and diversity. For more information, please visit the Companys website at www.maxlifeinsurance.com.,

Keyskills :
SalesRelationship ManagementTrainingLead GenerationChannel ManagementLife InsuranceReferral ManagementCustomer Awareness

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