Sales Relationship Specialist

3 days ago


Hyderabad Secunderabad Telangana, India beBeeRelationship Full time ₹ 6,00,000 - ₹ 10,00,000
Job Description:
  • Establish and maintain strong relationships with Axis Branch Sellers to achieve business targets.
  • Oversee the conversion of leads generated from branches into quality business opportunities.
  • Adhere to established processes and coordinate with Cluster Manager and Operations HUB to minimize customer complaints.
  • Ensure timely follow-up with customers and adhere to agreed timelines for first contact and subsequent interactions.
  • Maintain a robust follow-up mechanism to ensure 15-month persistency on track.
  • Collaborate with Cluster Training manager to provide regular training to bank staff on life insurance concepts and new product introductions.
  • Activate branch banking sellers and drive activation target achievement.
  • Utilize LMS as an online tracking mechanism and conduct follow-up calls.

Key Performance Indicators:

  • 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 Skills and Qualifications:
  • Excellent relationship-building skills
  • Ability to manage various levels of bank management
  • Strong adherence to process
Required Qualifications and Experience:
  • Graduate degree in any discipline from a UGC/AICTE approved institution
  • 1-2 years of experience in sales, with preference given to those with insurance experience
  • Experience in Life Insurance sales management, Retail bank distribution, Channel management, and/or DSA relationship


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