Relationship Associate Bancassurance
3 days ago
Role & responsibilities
- Managing relationship with Axis Branch Sellers and thereby meeting target through Banks 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
Preferred candidate profile
- Graduate in Any Discipline from a UGC / AICTE approved College and University.
- 1 to 3 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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