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Axis Max Life Insurance
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Relationship Associate - Bancassurance

Relationship Associate - Bancassurance

Axis Max Life Insurance

1 - 2 years

3 - 4 Lacs

Bathinda

Posted:1 day ago| Platform:

Apply

Skills Required

Usage human capital LMS Branch banking Bancassurance Banking Relationship Financial services Channel distribution CRM

Work Mode

Work from Office

Job Type

Full Time

Job Description

Key Responsibilities/ Key Deliverables

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s 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

Protection Sales-

Selling minimum of 2 policies with case size of 15k

Case Size-

Plan Vs Actual - as per target assigned

Percentage of E sales-

50% of NOP (Excluding BDE Sales) to be on Esales platform

Seller Activation-

BDE Seller Activation (%) - Plan v/s Actuals

FDO Seller Activation (%) - Plan v/s Actuals

Persistency-

Plan vs Achievement

Job Specifications

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

Knowledge & Skill Matrix

Excellent Relationship Skill, Managing Various level of Bank Management

Additional Information (Optional)

Org Chart-

NRH

ZVP

CRM & AVP

DCM/ CM/ ARM

RA/ ASM/SM

Key Responsibilities/ Key Deliverables

Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s 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

Protection Sales-

Selling minimum of 2 policies with case size of 15k

Case Size-

Plan Vs Actual - as per target assigned

Percentage of E sales-

50% of NOP (Excluding BDE Sales) to be on Esales platform

Seller Activation-

BDE Seller Activation (%) - Plan v/s Actuals

FDO Seller Activation (%) - Plan v/s Actuals

Persistency-

Plan vs Achievement

Job Specifications

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

Knowledge & Skill Matrix

Excellent Relationship Skill, Managing Various level of Bank Management

Additional Information (Optional)

Org Chart-

NRH

ZVP

CRM & AVP

DCM/ CM/ ARM

RA/ ASM/SM

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