Relationship Associate

2 days ago

Hyderabad, Telangana, India Max Life Insurance Full time
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

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