Relationship Associate - Bancassurance
- Axis Max Life
- 0 - 3 years
- tamil nadu
- 3 months ago
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Job Description
Job DescriptionPositionRelationship Associate - BancassuranceIncumbentNameDepartmentAxisFunctionAxis SalesReporting toCluster Manager / Area ManagerBand5Location Team size (D/I)Individual RoleJOB SUMMARY :-
Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales.
KEY RESPONSIBILITIES:-
Managing relationship with Axis Branch Sellers and thereby meeting target through Banks FOS
Responsible for managing the leads generated from Branch and thereby convert into quality business.
Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain.
Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers.
Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions.
Shall be responsible for making active the branch banking sellers and thereby achieving the activation target
Ensuring LMS usage as Tracking Mechanism on line and follow up Calls.
Measures of Success
Business Plan:-
Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned
Case Size:-
Plan Vs Actual - as per target assigned
Seller Activation:-
Seller Activation (%) - Plan v/s Actual- as per target assigned
Persistency:-
15th month Persistency (%) - >82.5 and as per plan
Key competencies/skills required
Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process
Desired qualification and experience:-
Graduate in Any Discipline from a UGC / AICTE approved College and University.
1 to 2 years of experience in sales, experience in Insurance will be preferred.
Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.
Org Chart:- NRH
ZVP
CRM & AVP
DCM/ CM/ ARM
RA/ ASM/ SM
Job Classification
Industry: InsuranceFunctional Area / Department: BFSI, Investments & TradingRole Category: Life InsuranceRole: Relationship ManagerEmployement Type: Full timeContact Details:
Company: Axis Max LifeLocation(s): Tamil Nadu
Keyskills: insurance channel sales business development sales retail life insurance banca sales sales management marketing operations motor insurance bancassurance sales insurance sales bancassurance general insurance relationship banca branch banking crm direct sales
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