Relationship Associate

3 weeks ago

Mumbai, Maharashtra, India Max Financial Services Full time
Job Description

Principal Accountabilities

How they are achieved/measured

- Manage the Group business with the Bank employees

- Liaison with different departments for closure of the cases

- Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner.
- Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation
- Provide market feedback on competition and other products in the market.
- Manage and strengthen relationship through engagement with Partner's Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service.

- Tracking penetration performance and publishing dashboards, along with Group Operations.
- To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc), to minimize the same and adhere to TATs and contribute to product improvement.
- Monitoring and control process of Post Sales.
- Managing complete claims operation & end to end process.

Principal Accountabilities

How they are achieved/measured

- Manage the Group business with the Bank employees

- Liaison with different departments for closure of the cases

- Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner.
- Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation
- Provide market feedback on competition and other products in the market.
- Manage and strengthen relationship through engagement with Partner's Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service.

- Tracking penetration performance and publishing dashboards, along with Group Operations.
- To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc), to minimize the same and adhere to TATs and contribute to product improvement.
- Monitoring and control process of Post Sales.
- Managing complete claims operation & end to end process.

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