Relationship Growth Specialist

1 day ago


Coimbatore, Tamil Nadu, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 12,00,000

Job Title:

Relationship Growth Specialist

Job Overview:

We are seeking a Relationship Growth Specialist to join our team. As a key member of our sales team, you will be responsible for developing and maintaining strong relationships with clients, identifying new business opportunities, and driving growth through effective relationship management.

Key Responsibilities:

  • Develop and maintain strong relationships with Axis Branch Sellers to meet targets and drive business growth.
  • Convert leads generated from Branch into quality business while adhering to set processes and timely coordination with Cluster Manager and Operations HUB.
  • Ensure minimal customer complaints, adhere to agreed TATs on first customer contact and follow-ups.
  • Maintain 15-month persistency on track by ensuring a robust follow-up mechanism with customers.
  • Coordinate with Cluster Training manager to ensure bank staff are regularly trained on concepts in life insurance and new product introductions.
  • Achieve activation target by making active the branch banking sellers.
  • Ensure LMS usage as 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

Required Skills and Qualifications:

  • Excellent Relationship Skill
  • Managing Various level of Bank Management
  • Adherence to Process

Benefits:

  • 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 or DSA relationship


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