Relationship Associate - Bancassurance

• 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 complaints
• Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered
• Ensuring 15-month persistency on track and thereby ensure a robust follow-up mechanism with the customers
• Coordinating with Cluster Training manager to ensure bank staff are regularly trained on concepts in life insurance and new product introductions
• Shall be responsible for activating the branch banking sellers and thereby achieving the activation target
• Ensuring LMS usage as a tracking mechanism online and follow-up calls

Measures of Success

• Business Plan: Adj MFYP Collected (Rs.) - Plan vs Actual as per target assigned
• Case Size: Plan vs Actual as per target assigned
• Seller Activation: Seller Activation (%) - Plan vs Actual as per target assigned
• Persistency: 15th month Persistency (%) - >82.5 and as per plan

Key Competencies/Skills Required

• Excellent Relationship Skills
• Managing various levels of Bank Management
• Adherence to Process

Desired Qualification and Experience

• Graduate in any discipline from a UGC/AICTE approved college or university
• 1 to 2 years of experience in sales; experience in insurance preferred
• Experience in Life Insurance sales management, Retail bank distribution, Channel management, and/or DSA relationship