Relationship Associate - Bancassurance
- Axis Max Life
- 0 - 3 years
- Telangana
- 2 months ago
- Email to a friend
- Report this job
Job Description
Job DescriptionPositionRelationship Associate - BancassuranceIncumbentNameDepartmentAxisFunctionAxis SalesReporting toCluster Manager / Area ManagerBand5LocationXYZTeam 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): Telangana
Keyskills: insurance channel sales general insurance sales business development sales retail life insurance sales management marketing operations bancassurance sales relationship management insurance sales bancassurance general insurance relationship branch banking crm banca
Similar positions
Axis Max Life
\n\nBandhan Bank Ltd. is an Indian banking and financial services company, headquartered in Kolkata, West Bengal. Bandhan Bank is present in 34 out of 36 states and Union Territories of India. Presently Bandhan Bank has 5,371 banking outlets pan-India serving more than 2.30 crore customers. On 17 Ju...
Job Listings
We are in open beta version of website, please let us know if any issues, at: info(at)indigojobs.in