Hybrid Relationship Manager - Credit Life (Dehradun, UL, IN) at Axis Max Life Insurance (Formerly Max Life Insurance) | Official Website

Key Responsibilities/ Key Deliverables:

• Will be responsible for meeting sales target through Bank’s FOS.
• Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches
• Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches.
• Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.

• Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s corporate salary customer base.
• Drive effectively the Reward and recognition programs launched for the bank staff.
• Shall train the bank staff regularly on concepts in life insurance and new product introductions.

Measures of Success:

• Achieving Business Target milestones – AFYP / Blended premium, and no. of cases.
• Relationship with Bank Corporate Salary Manager
• Effective Lead generation and meet value / number targets

Key Responsibilities/ Key Deliverables:

• Will be responsible for meeting sales target through Bank’s FOS.
• Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches
• Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches.
• Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.

• Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s corporate salary customer base.
• Drive effectively the Reward and recognition programs launched for the bank staff.
• Shall train the bank staff regularly on concepts in life insurance and new product introductions.

Measures of Success:

• Achieving Business Target milestones – AFYP / Blended premium, and no. of cases.
• Relationship with Bank Corporate Salary Manager
• Effective Lead generation and meet value / number targets