Relationship Associate

Job Code Position Relationship Associate Reporting To Department Axis Function Axis Sales Location Band 5 We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people It is about being proactive to offer guidance and help to fellow colleagues Being open to new ideas and going an extra mile to implement them Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals It is about believing creating opportunities for self and others to improve working relationships Customer Obession It is not just about being Customer focused however it is being obsessed with delivering exceptional customer experience Proactively making extraordinary efforts to deliver superior quality output hence creating customer delight Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious ready to put in extra efforts demonstrate courage to achieve exceptional results It is about seeking creating opportunities to invest in self fellow colleagues to sharpen their skills and cultivate high performing culture Job Summary NA 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 - 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 Job Code Position Relationship Associate Reporting To Department Axis Function Axis Sales Location Band 5 We Stand for Caring An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people It is about being proactive to offer guidance and help to fellow colleagues Being open to new ideas and going an extra mile to implement them Collaboration A value which is all about being boundary-less in approach by going beyond one s direct responsibilities to achieve functional and organizational goals It is about believing creating opportunities for self and others to improve working relationships Customer Obession It is not just about being Customer focused however it is being obsessed with delivering exceptional customer experience Proactively making extraordinary efforts to deliver superior quality output hence creating customer delight Growth Mindset A value which drives and defines us to challenge the status quo by being ambitious ready to put in extra efforts demonstrate courage to achieve exceptional results It is about seeking creating opportunities to invest in self fellow colleagues to sharpen their skills and cultivate high performing culture Job Summary NA 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 - 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