Relationship Associate - Bancassurance

sition Relationship Associate - Bancassurance Incumbent Name

Department Axis Function Axis Sales

Reporting to Cluster Manager / Area Manager Band 5

Location XYZ 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

sition Relationship Associate - Bancassurance Incumbent Name

Department Axis Function Axis Sales

Reporting to Cluster Manager / Area Manager Band 5

Location XYZ 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