11 Relationship Associate. Jobs

KEY RESPONSIBILITIES Will be responsible for the driving business in Bancassurance (YBL) partnership Create and maintain engagement with regional managers /branch managers and other key Yes Bank Head Office / Management Team members Lead a team of Sales Executives (Relationship Associates and Associate Sales Managers and Centre Managers) and monitor their input/output activity and ensure lead generation through various sources Increasing insurance awareness and product penetration among Yes Bank s customers Increasing insurance penetration among Yes Bank staff members Suggest sizzlers and R&R platforms for Yes Bank s employees who provide prospect leads as well as for MAX LIFE s dedicated sales team Suggest product synergies and capture Yes Bank s various customer touch-points for insurance sales opportunities Provide accurate and timely competitor updates/best practices KEY RESPONSIBILITIES Will be responsible for the driving business in Bancassurance (YBL) partnership Create and maintain engagement with regional managers /branch managers and other key Yes Bank Head Office / Management Team members Lead a team of Sales Executives (Relationship Associates and Associate Sales Managers and Centre Managers) and monitor their input/output activity and ensure lead generation through various sources Increasing insurance awareness and product penetration among Yes Bank s customers Increasing insurance penetration among Yes Bank staff members Suggest sizzlers and R&R platforms for Yes Bank s employees who provide prospect leads as well as for MAX LIFE s dedicated sales team Suggest product synergies and capture Yes Bank s various customer touch-points for insurance sales opportunities Provide accurate and timely competitor updates/best practices KEY RESPONSIBILITIES Will be responsible for the driving business in Bancassurance (YBL) partnership Create and maintain engagement with regional managers /branch managers and other key Yes Bank Head Office / Management Team members Lead a team of Sales Executives (Relationship Associates and Associate Sales Managers and Centre Managers) and monitor their input/output activity and ensure lead generation through various sources Increasing insurance awareness and product penetration among Yes Bank s customers Increasing insurance penetration among Yes Bank staff members Suggest sizzlers and R&R platforms for Yes Bank s employees who provide prospect leads as well as for MAX LIFE s dedicated sales team Suggest product synergies and capture Yes Bank s various customer touch-points for insurance sales opportunities Provide accurate and timely competitor updates/best practices Role: Branch Manager Industry Type: Insurance Department: BFSI , Investments & Trading Employment Type: Full Time, Permanent Role Category: General Insurance Education UG: Any Graduate PG: Any Postgraduate

Client Relationship Management: Build and maintain strong relationships with existing clients to understand their financial needs and provide them with appropriate liability products and solutions New Client Acquisition: Identify and prospect potential customers to expand the client base This may involve networking, referrals, cold calling, and conducting sales presentations Product Knowledge: Develop a deep understanding of the bank's liability products and stay updated with new offerings and features Be able to articulate the benefits and advantages of different products to clients Needs Analysis: Conduct thorough financial needs analysis for clients to assess their requirements and recommend suitable liability products and services accordingly Cross-selling and Upselling: Identify opportunities to cross-sell or upsell other banking products or services based on the client's financial situation and needs Sales Targets: Work towards achieving individual and team sales targets set by the bank or financial institution Compliance and Regulations: Ensure compliance with all internal and external regulatory guidelines and policies while selling liability products and handling customer information Documentation: Handle all necessary paperwork, documentation, and account opening processes for new clients Role: Branch Sales Executive Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Enterprise & B2B Sales Education UG: Any Graduate PG: Any Postgraduate

Client Relationship Management: Build and maintain strong relationships with existing clients to understand their financial needs and provide them with appropriate liability products and solutions New Client Acquisition: Identify and prospect potential customers to expand the client base This may involve networking, referrals, cold calling, and conducting sales presentations Product Knowledge: Develop a deep understanding of the bank's liability products and stay updated with new offerings and features Be able to articulate the benefits and advantages of different products to clients Needs Analysis: Conduct thorough financial needs analysis for clients to assess their requirements and recommend suitable liability products and services accordingly Cross-selling and Upselling: Identify opportunities to cross-sell or upsell other banking products or services based on the client's financial situation and needs Sales Targets: Work towards achieving individual and team sales targets set by the bank or financial institution Compliance and Regulations: Ensure compliance with all internal and external regulatory guidelines and policies while selling liability products and handling customer information Documentation: Handle all necessary paperwork, documentation, and account opening processes for new clients Role: Branch Sales Executive Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Enterprise & B2B Sales Education UG: Any Graduate PG: Any Postgraduate

Client Relationship Management: Build and maintain strong relationships with existing clients to understand their financial needs and provide them with appropriate liability products and solutions New Client Acquisition: Identify and prospect potential customers to expand the client base This may involve networking, referrals, cold calling, and conducting sales presentations Product Knowledge: Develop a deep understanding of the bank's liability products and stay updated with new offerings and features Be able to articulate the benefits and advantages of different products to clients Needs Analysis: Conduct thorough financial needs analysis for clients to assess their requirements and recommend suitable liability products and services accordingly Cross-selling and Upselling: Identify opportunities to cross-sell or upsell other banking products or services based on the client's financial situation and needs Sales Targets: Work towards achieving individual and team sales targets set by the bank or financial institution Compliance and Regulations: Ensure compliance with all internal and external regulatory guidelines and policies while selling liability products and handling customer information Documentation: Handle all necessary paperwork, documentation, and account opening processes for new clients Role: Branch Sales Executive Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Enterprise & B2B Sales Education UG: Any Graduate PG: Any Postgraduate

The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight Job Summary The role involves recruiting, training, and supervising executives to achieve business targets and insurance sales across a defined cluster of branches, while fostering a progressive partnership with the bank. The candidate will manage discrepancies at the cluster level, provide support for ongoing issue resolution, and oversee initiatives. They will also provide on-the-job training for operational processes and workflows to ensure operational excellence and customer satisfaction. Key Responsibilities Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined cluster and building a progressive partnership with the bank. Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction. Participate in the hiring process, Counsel and Mentor performance, Conduct Fortnightly PRPs, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship. Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of owned as we'll partner teams. To ensure that the system requirements are met in order to the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity. Desired qualification and experience Graduate/ Post Graduate in any discipline Good communication skills - English & regional language (preferred) Age group 30-40 years Preferably has own conveyance 5-8 years of experience in Sales, prior experience in Insurance essential with min 2 years of team handling experience. Role: Branch Manager Industry Type: Insurance Department: BFSI , Investments & Trading Employment Type: Full Time, Permanent Role Category: General Insurance

The Bancassurance Department within Axis Max Life Insurance plays a critical role in driving the distribution of life insurance products through our strategic partnership with Yes Bank. This department leverages Yes Bank s existing customer base and infrastructure to offer insurance solutions. Bancassurance Department serves as a bridge between Axis Max Life Insurance Company and Yes Bank, ensuring that insurance products are effectively marketed and sold to a wide customer base, while maintaining high standards of customer service, compliance, and performance. Below is a summary of the key functions typically performed by the Bancassurance Department Sales and Distribution Management Customer Relationship Management Compliance and Regulatory Oversight Job Summary The role involves recruiting, training, and supervising executives to achieve business targets and insurance sales across a defined cluster of branches, while fostering a progressive partnership with the bank. The candidate will manage discrepancies at the cluster level, provide support for ongoing issue resolution, and oversee initiatives. They will also provide on-the-job training for operational processes and workflows to ensure operational excellence and customer satisfaction. Key Responsibilities Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined cluster and building a progressive partnership with the bank. Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction. Participate in the hiring process, Counsel and Mentor performance, Conduct Fortnightly PRPs, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship. Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of owned as we'll partner teams. To ensure that the system requirements are met in order to the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity. Desired qualification and experience Graduate/ Post Graduate in any discipline Good communication skills - English & regional language (preferred) Age group 30-40 years Preferably has own conveyance 5-8 years of experience in Sales, prior experience in Insurance essential with min 2 years of team handling experience. Role: Branch Manager Industry Type: Insurance Department: BFSI , Investments & Trading Employment Type: Full Time, Permanent Role Category: General Insurance

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance Role: Branch Sales Manager (B2C) Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Retail & B2C Sales Education UG: Any Graduate PG: Any Postgraduate

The role involves recruiting, training, and supervising executives to achieve business targets and insurance sales across a defined cluster of branches, while fostering a progressive partnership with the bank. The candidate will manage discrepancies at the cluster level, provide support for ongoing issue resolution, and oversee initiatives. They will also provide on-the-job training for operational processes and workflows to ensure operational excellence and customer satisfaction. Key Responsibilities Recruit, train and Supervise executives to achieve the agreed business targets and insurance sales in the defined cluster and building a progressive partnership with the bank. Manage the discrepancies at the cluster level, provide support for ongoing issue resolution, manage initiatives deployed, providing induction and on-the-job training for Ops processes and workflows to team in order to achieve operations excellence & derive customer satisfaction. Participate in the hiring process, Counsel and Mentor performance, Conduct Fortnightly PRPs, co-create and implement recognition platforms in order to build a capable and motivated team in the Yes Bank Relationship. Anticipate training requirements for the partner and lead the development and deployment of partner training programs in order to increase the selling effectiveness of owned as well partner teams. To ensure that the system requirements are met in order to the relationship is productive and mutually beneficial and compliant with all regulatory requirements. Deploy and monitor implementation specifically Bank staff contests/R&R in order to accelerate revenue generation with the Channel. Key skills required Communication skills Strategic thinking Product Knowledge Problem solving Time management Customer relationship management Deal closing skills Goal oriented Customer centricity. Desired qualification and experience Graduate/ Post Graduate in any discipline Good communication skills - English & regional language (preferred) Age group 30-40 years Preferably has own conveyance 5-8 years of experience in Sales, prior experience in Insurance essential with min 2 years of team handling experience. Role: Branch Manager Industry Type: Insurance Department: BFSI , Investments & Trading Employment Type: Full Time, Permanent Role Category: General Insurance Education UG: Any Graduate PG: Any Postgraduate

Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business. KEY RESPONSIBILITIES Lead generation at the time of account opening/service call being made to the customer Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity Involvement in work site activities (putting up stalls and making presentations in corporate. Working, engaging and connecting with HNI clients for one on one selling Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on Annuity and Protection plan of Max Life MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 1 to 3 years of insurance experience Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance Role: Branch Sales Manager (B2C) Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Retail & B2C Sales Education UG: Any Graduate PG: Any Postgraduate

Establishing & strengthening relationship with branch manager & staff to gain leads from them. Involvement in work site activities (putting up stalls and making presentations in corporate. Closing sale and following up on issuance. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Train the bank staff regularly on concepts in life insurance and new product introductions. MEASURES OF SUCCESS Adjusted MFYP (Modal first year premium) Number of policies Business Leakage including cancellations 15th Month collection MINIMUM/SPECIFIC EXPERIENCE Graduate/ Post Graduate in any discipline 0.6 to 2/2 to 3/3-4 years of experience in sales for 5/ 5Arespectively Good communication skills - English & regional language (mandatory) Age group 21-28 years Preferably has own conveyance Role: Territory Sales Manager (B2C) Industry Type: Insurance Department: Sales & Business Development Employment Type: Full Time, Permanent Role Category: Retail & B2C Sales Education UG: Any Graduate PG: Any Postgraduate

Will be responsible for meeting sales target through Bank s FOS. Will be responsible for maintaining relationships with all constituents in the Bank Branch Keeping accurate record of referrals received form all constituents in the bank branch. Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered. Shall approach him/herself at least 5 new customers in the bank branch each day. Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base. Drive effectively the Reward and recognition programs launched for the bank staff. Shall train the bank staff regularly on concepts in life insurance and new product introductions. Achieving Business Target milestones - AFYP / Blended premium, and no. of cases. Relationship with Bank Branch Manager Effective Lead generation and meet value / number targets Role: Relationship Manager Industry Type: Insurance Department: BFSI , Investments & Trading Employment Type: Full Time, Permanent Role Category: Life Insurance Education UG: Any Graduate PG: Any Postgraduate