Relationship Associate - Bancassurance

Job Code:

Position

Department

Location

We Stand for:

Job Summary:

NA

Key Responsibilities/ Key Deliverables:

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

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  Responsible for managing the leads generated from Branch and thereby convert into quality business.

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  Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB. Ensuring minimal customer complain.

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  Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.

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  Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers.

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  Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions.

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  Shall be responsible for making active the branch banking sellers and thereby achieving the activation target

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  Ensuring LMS usage as Tracking Mechanism on line and follow up Calls

Measures of Success:

Business Plan:-

WPC - Plan v/s Actual- as per target assigned

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 and/or DSA relationship

Knowledge & Skill Matrix:

• Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process

Additional Information (Optional):

NA