Relationship Associate - Bancassurance

Bangalore, Karnataka
Permanent
Full-time

3 days ago

Job DescriptionJob Code:PositionRelationship AssociateReporting ToDepartmentAxisFunctionAxis SalesLocationBand5We Stand for:CaringAn imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them.CollaborationA value which is all about being boundary-less in approach by going beyond one's direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.Customer ObessionIt is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight.Growth MindsetA value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture.Job Summary:NAKey Responsibilities/ Key Deliverables:

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

Measures of Success:Business Plan:-WPC - Plan v/s Actual- as per target assignedSeller Activation:-BDE Seller Activation (%) - Plan v/s ActualsFDO Seller Activation (%) - Plan v/s ActualsPersistency:-Plan vs AchievementJob Specifications:

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

Knowledge & Skill Matrix:

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

Additional Information (Optional):NAJob DescriptionJob Code:PositionRelationship AssociateReporting ToDepartmentAxisFunctionAxis SalesLocationBand5We Stand for:CaringAn imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them.CollaborationA value which is all about being boundary-less in approach by going beyond one's direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.Customer ObessionIt is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight.Growth MindsetA value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture.Job Summary:NAKey Responsibilities/ Key Deliverables:

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

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

Knowledge & Skill Matrix:

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

Additional Information (Optional):NA

Max Life Insurance

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