Business Relationship Specialist

3 days ago

Hyderabad Secunderabad Telangana, India beBeeRelationship Full time ₹ 1,50,000 - ₹ 28,00,000

Job Title: Business Relationship Specialist

We are seeking a highly skilled and experienced Business Relationship Specialist to join our team. The successful candidate will be responsible for building and maintaining strong relationships with our clients, ensuring that their needs are met and exceeded.

Key Responsibilities:
  • Manage relationships with Axis Branch Sellers and meet targets through Bank's FOS
  • Convert leads generated from Branch into quality business
  • Adhere to processes and coordinate with Cluster Manager and Operations HUB to minimize customer complaints
  • Meet agreed TATs on first customer contact and follow-ups from the date of lead registration
  • Persistency on track and ensure 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
  • Activate branch banking sellers and achieve activation target
  • Use LMS as a tracking mechanism online and make 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
Requirements:
  • Graduate in any discipline from a UGC/AICTE approved college or university
  • 1-2 years of experience in sales; experience in insurance preferred
  • Experience in Life Insurance sales management, Retail bank distribution, Channel management, and/or DSA relationship
What We Offer:
  • Opportunity to work with a dynamic team
  • Chance to develop your skills and knowledge
  • Competitive salary and benefits package

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