Relationship Associate - Bancassurance

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Date: Jul 17, 2025

Location: Hyderabad, TG, IN

Company: maxlifeins

  • 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.
  • 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.