Relationship Associate

3 days ago


Bengaluru, Karnataka, India Max Financial Services Full time
Job Description

Job Description

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 Description

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

  • Bengaluru, Karnataka, India SmartQ Full time

    About SmartQ:We go many miles beyond the F&B industry into capturing hearts and making a real difference by resolving the root cause of the business problem. At the core we strive to understand our clients' requirements through the display of empathy and provide solutions with an analytical mind that are both scalable and sustainable.In less than a decade we...


  • Bengaluru, Karnataka, India Awwzo Full time

    Awwzo is building India's first network of professional pet daycare and boarding centers. We're on a mission to make pet parenting joyful and stress-free by creating safe, loving, and fun spaces for dogs across the country. Backed by real experience and a deep passion for pets, Awwzo is set to redefine how India cares for its furry family members.Role...


  • Bengaluru, Karnataka, India Loop Health Full time

    Job Description- Seek and acquire new working relationships with Insurer main office & their associated branches- Travel to underwriting offices to develop partner relationships and drive better prices on EB products- Analyze and identify gaps in existing quote requests to optimize pricing on large insurance deals- Suggest better terms and negotiate with...


  • Bengaluru, Karnataka, India Standard Chartered Full time

    Job Summary Creates and conducts proposal presentations for the portfolio assigned Responsible to maintain cordial relationship with the corporate clients Drive revenue growth to the business with the existing and new corporate customers Ensure knowledge about the market all times to upgrade and rise up to the occasion Ensure that individual targets are...


  • Bengaluru, Karnataka, India Srishti Fine Jewelry Full time

    We're Hiring: CRM Associate Location: Bangalore, Karnataka Company: Srishti Fine Jewelry At Srishti Fine Jewelry, we believe that jewelry is more than adornment — it's emotion, memory, and legacy.With 28 years of craftsmanship and a modern approach to luxury retail, we pride ourselves on creating meaningful connections with our customers.We're looking...


  • Bengaluru, Karnataka, India Srishti Fine Jewelry Full time

    We're Hiring: CRM AssociateLocation: Bangalore, KarnatakaCompany: Srishti Fine JewelryAt Srishti Fine Jewelry, we believe that jewelry is more than adornment — it's emotion, memory, and legacy. With 28 years of craftsmanship and a modern approach to luxury retail, we pride ourselves on creating meaningful connections with our customers.We're looking for a...


  • Bengaluru, Karnataka, India Srishti Fine Jewelry Full time

    We're Hiring: CRM Associate  Location: Bangalore, Karnataka  Company: Srishti Fine Jewelry At Srishti Fine Jewelry , we believe that jewelry is more than adornment — it's emotion, memory, and legacy. With 28 years of craftsmanship and a modern approach to luxury retail, we pride ourselves on creating meaningful connections with our customers. We're...


  • Bengaluru, Karnataka, India Srishti Fine Jewelry Full time

    We're Hiring: CRM Associate Location: Bangalore, Karnataka Company: Srishti Fine JewelryAt Srishti Fine Jewelry, we believe that jewelry is more than adornment — it's emotion, memory, and legacy. With 28 years of craftsmanship and a modern approach to luxury retail, we pride ourselves on creating meaningful connections with our customers.We're looking...


  • Bengaluru, Karnataka, India Centre For Teacher Accreditation Full time

    Company Description CENTA is the world's largest professional platforms of its kind for teachers serving close to 2 million teachers, on certification, upskilling and career and earnings growth, all over India and a bunch of other Asian & African countries.On the other side, CENTA works with schools, edtechs and governments as clients and...


  • Bengaluru, Karnataka, India Centre for Teacher Accreditation (CENTA) Full time

    Company DescriptionCENTA is the world's largest professional platforms of its kind for teachers serving close to 2 million teachers, on certification, upskilling and career and earnings growth, all over India and a bunch of other Asian & African countries. On the other side, CENTA works with schools, edtechs and governments as clients and partners.CENTA's...