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Relationship Associate - Bancassurance (Bangalore, KA, IN) presso Axis Max Life Insurance

Axis Max Life Insurance · Bangalore, India · Onsite

Microsoft Excel

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Job Description

Job Code:

 

Position

 

Relationship Associate

Reporting To

 

Department

 

Axis

Function

Axis Sales

Location

 

 

Band

5

 

We Stand for:

Caring

An 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.

Collaboration

A 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 Obession

It 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 Mindset

A 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:

NA

Key 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 assigned

 

 

Seller Activation:-

BDE Seller Activation (%) - Plan v/s Actuals

FDO Seller Activation (%) - Plan v/s Actuals

 

Persistency:-

Plan vs Achievement

 

 

 

Job 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):

NA 

Job Description

Job Code:

 

Position

 

Relationship Associate

Reporting To

 

Department

 

Axis

Function

Axis Sales

Location

 

 

Band

5

 

We Stand for:

Caring

An 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.

Collaboration

A 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 Obession

It 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 Mindset

A 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:

NA

Key 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 assigned

 

 

Seller Activation:-

BDE Seller Activation (%) - Plan v/s Actuals

FDO Seller Activation (%) - Plan v/s Actuals

 

Persistency:-

Plan vs Achievement

 

 

 

Job 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):

NA 
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