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 relationshipKnowledge & Skill Matrix :
Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to ProcessAdditional Information (Optional) :