Job Description - 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 complaints - Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered - Ensuring 15-month persistency on track and thereby ensure a robust follow-up mechanism with the customers - Coordinating with Cluster Training manager to ensure bank staff are regularly trained on concepts in life insurance and new product introductions - Shall be responsible for activating the branch banking sellers and thereby achieving the activation target - Ensuring LMS usage as a tracking mechanism online and follow-up calls Measures of Success - Business Plan: Adj MFYP Collected (Rs.) - Plan vs Actual as per target assigned - Case Size: Plan vs Actual as per target assigned - Seller Activation: Seller Activation (%) - Plan vs Actual as per target assigned - Persistency: 15th month Persistency (%) - >82.5 and as per plan Key Competencies/Skills Required - Excellent Relationship Skills - Managing various levels of Bank Management - Adherence to Process Desired Qualification and Experience - Graduate in any discipline from a UGC/AICTE approved college or university - 1 to 2 years of experience in sales; experience in insurance preferred - Experience in Life Insurance sales management, Retail bank distribution, Channel management, and/or DSA relationship
Job Title
Relationship Associate - Bancassurance