Relationship Associate - Credit Life

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

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