Relationship Associate

5 hours ago

Guwahati, Assam, India maxlifeins Full time ₹ 20,00,000 - ₹ 50,00,000 per year

Key Responsibilities
•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 Key Competencies/ skill required
•Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to ProcessDesired qualification and experience
•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

Key Responsibilities
•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 Key Competencies/ skill required
•Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to ProcessDesired qualification and experience
•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

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