Relationship Associate - BancassuranceConfidential • India, Guwahati
Relationship Associate - Bancassurance
Confidential • India, Guwahati
17 hours ago
Job descriptionManaging 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 ensure selling through E platform. 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. 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 ensure selling through E platform. 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.
Skills Required
New product introductions, LMS usage
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Relationship Associate • India, Guwahati
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