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Relationship Associate

4 weeks ago

Madurai Tamil Nadu, India Max Life Insurance Full time

Job Code PositionRelationship AssociateReporting ToDepartmentAxisFunctionAxis SalesLocationBand5We Stand for CaringAn 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 CollaborationA 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 ObessionIt 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 MindsetA 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 NAKey Responsibilities Key Deliverables xc2xb7 Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOSxc2xb7 Responsible for managing the leads generated from Branch and thereby convert into quality business xc2xb7 Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB Ensuring minimal customer complain xc2xb7 Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered xc2xb7 Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers xc2xb7 Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions xc2xb7 Shall be responsible for making active the branch banking sellers and thereby achieving the activation targetxc2xb7 Ensuring LMS usage as Tracking Mechanism on line and follow up CallsMeasures of Success Business Plan -WPC - Plan v s Actual- as per target assignedSeller Activation -BDE Seller Activation - Plan v s ActualsFDO Seller Activation - Plan v s ActualsPersistency -Plan vs AchievementJob Specifications xc2xb7 Graduate in Any Discipline from a UGC AICTE approved College and University xc2xb7 1 to 2 years of experience in sales experience in Insurance will be preferred xc2xb7 Experience in the fields of Life insurance sales management Retail bank distribution and Channel Management and or DSA relationshipKnowledge Skill Matrix xc2xb7 Excellent Relationship Skill Managing Various level of Bank Management Adherence to ProcessAdditional Information Optional NAJob Code PositionRelationship AssociateReporting ToDepartmentAxisFunctionAxis SalesLocationBand5We Stand for CaringAn 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 CollaborationA 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 ObessionIt 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 MindsetA 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 NAKey Responsibilities Key Deliverables xc2xb7 Managing relationship with Axis Branch Sellers and thereby meeting target through Bank s FOSxc2xb7 Responsible for managing the leads generated from Branch and thereby convert into quality business xc2xb7 Must adhere to the process set and timely coordinate with Cluster Manager and Operations HUB Ensuring minimal customer complain xc2xb7 Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered xc2xb7 Ensuring 15month persistency on track and thereby ensure a robust follow up mechanism with the customers xc2xb7 Coordinating with Cluster Training manager to ensure bank staff regularly on concepts in life insurance and new product introductions xc2xb7 Shall be responsible for making active the branch banking sellers and thereby achieving the activation targetxc2xb7 Ensuring LMS usage as Tracking Mechanism on line and follow up CallsMeasures of Success Business Plan -WPC - Plan v s Actual- as per target assignedSeller Activation -BDE Seller Activation - Plan v s ActualsFDO Seller Activation - Plan v s ActualsPersistency -Plan vs AchievementJob Specifications xc2xb7 Graduate in Any Discipline from a UGC AICTE approved College and University xc2xb7 1 to 2 years of experience in sales experience in Insurance will be preferred xc2xb7 Experience in the fields of Life insurance sales management Retail bank distribution and Channel Management and or DSA relationshipKnowledge Skill Matrix xc2xb7 Excellent Relationship Skill Managing Various level of Bank Management Adherence to ProcessAdditional Information Optional NA