Relationship Associate Bancassurance

About Max Life Insurance :

Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group an Indian multi business corporation.

Max Life offers comprehensive protection and long-term savings life insurance solutions through its multichannel distribution including agency and third party distribution partners. Max Life has built its

operations over almost two decades through need-based sales process a customer-centric approach to engagement and service delivery and trained human capital.

As per public disclosures during the financial year 2019-20 Max Life achieved gross written premium of Rs. 16184 crore. As on 31st March 2020 the Company had Rs. 68471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913660 crore.

For more information please visit the Companys website a t

We Stand for : Caring

A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance.

Collaboration

A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes thus delivers to the organizations ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork.

Customer Obession

A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience.

Growth Mindset

An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance.

People Leadership

A peoples leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching empowering & motivating them to deliver superior business outcomes.

Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity.

Job Description

Job Code : Position

Relationship Associate

Reporting To

Department

Axis

Function

Axis Sales

Location

Band

We Stand for : Caring

An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them.

Collaboration

A value which is all about being boundary-less in approach by going beyond ones direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.

Customer Obession

It is not just about being Customer focused however it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output hence creating customer delight.

Growth Mindset

A value which drives and defines us to challenge the status quo by being ambitious ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self fellow colleagues to sharpen their skills and cultivate high performing culture.

Job Summary : NA

Key Responsibilities / Key Deliverables :

• Managing relationship with Axis Branch Sellers and thereby meeting target through Banks 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 :

Knowledge & Skill Matrix :

Additional Information (Optional) :

NA

Required Experience :

IC

Key Skills

Close Protection,Accounting,IT Service Desk,Administration Support

Employment Type : Full Time

Experience : years

Vacancy : 1