Relationship Associate - Bancassurance

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Date: Aug 1, 2025

Location: Hyderabad, TG, IN

Company: maxlifeins

Job Description

Position Relationship Manager Incumbent Name

Department Axis Function Axis Sales

Reporting to Cluster Manager / Area Manager Band 5

Location Vijayawada Team size (D/I) Individual Role

JOB SUMMARY :-

Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and

thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales.

 

KEY RESPONSIBILITIES:-

· 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:- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Case Size:- Plan Vs Actual - as per target assigned Seller Activation:- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency:- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process

Desired qualification and experience:-

 

· 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.

Org Chart:- NRH

↓

ZVP

↓

CRM & AVP

↓

DCM/ CM/ ARM

↓

RA/ ASM/ SM

Job Description

Position Relationship Manager Incumbent Name

Department Axis Function Axis Sales

Reporting to Cluster Manager / Area Manager Band 5

Location Vijayawada Team size (D/I) Individual Role

JOB SUMMARY :-

Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and

thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales.

 

KEY RESPONSIBILITIES:-

· 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:- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Case Size:- Plan Vs Actual - as per target assigned Seller Activation:- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency:- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process

Desired qualification and experience:-

 

· 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.

Org Chart:- NRH

↓

ZVP

↓

CRM & AVP

↓

DCM/ CM/ ARM

↓

RA/ ASM/ SM

Job Description

Position Relationship Manager Incumbent Name

Department Axis Function Axis Sales

Reporting to Cluster Manager / Area Manager Band 5

Location Vijayawada Team size (D/I) Individual Role

JOB SUMMARY :-

Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and

thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales.

 

KEY RESPONSIBILITIES:-

· 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:- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Case Size:- Plan Vs Actual - as per target assigned Seller Activation:- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency:- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process

Desired qualification and experience:-

 

· 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.

Org Chart:- NRH

↓

ZVP

↓

CRM & AVP

↓

DCM/ CM/ ARM

↓

RA/ ASM/ SM

Job Description

Position Relationship Manager Incumbent Name

Department Axis Function Axis Sales

Reporting to Cluster Manager / Area Manager Band 5

Location Vijayawada Team size (D/I) Individual Role

JOB SUMMARY :-

Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and

thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales.

 

KEY RESPONSIBILITIES:-

· 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:- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Case Size:- Plan Vs Actual - as per target assigned Seller Activation:- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency:- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process

Desired qualification and experience:-

 

· 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.

Org Chart:- NRH

↓

ZVP

↓

CRM & AVP

↓

DCM/ CM/ ARM

↓

RA/ ASM/ SM

 

 

About Max Life Insurance:

 

Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group, an Indian multi business corporation.

Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its

operations over almost two decades through need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.

 

As per public disclosures, during the financial year 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore.

 

For more information, please visit the Company's website at www.maxlifeinsurance.com

 

We Stand for:

 

Caring

A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance.

Collaboration

A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization’s ask. A leader who addresses challenges with a solution oriented approach to create “win-win” partnerships within & outside teams through inspired cooperation and teamwork.

Customer Obession

A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience.

Growth Mindset

An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance.

People Leadership

A people’s leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes.


"Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity."

 

 

 

 

Job Description

Position Relationship Manager Incumbent Name

Department Axis Function Axis Sales

Reporting to Cluster Manager / Area Manager Band 5

Location Vijayawada Team size (D/I) Individual Role

JOB SUMMARY :-

Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and

thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales.

 

KEY RESPONSIBILITIES:-

· 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:- Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned Case Size:- Plan Vs Actual - as per target assigned Seller Activation:- Seller Activation (%) - Plan v/s Actual- as per target assigned Persistency:- 15th month Persistency (%) - >82.5 and as per plan Key competencies/skills required Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process

Desired qualification and experience:-

 

· 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.

Org Chart:- NRH

↓

ZVP

↓

CRM & AVP

↓

DCM/ CM/ ARM

↓

RA/ ASM/ SM