Relationship Associate

5 days ago

Kolkata India Max Financial Services Full time

Job Description KEY RESPONSIBILITIES:- - 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 ensure selling through E platform. - 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. KEY RESPONSIBILITIES:- - 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 ensure selling through E platform. - 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.

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