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Relationship Associate - Bancassurance
ConfidentialHyderabad / Secunderabad, Telangana26 days 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 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 (%) - >
- Excellent Relationship Skills
- Managing various levels of Bank Management
- Adherence to Process
- 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
82.5 and as per plan
Key Competencies / Skills Required
Desired Qualification and Experience
Skills Required
Training Coordination, Relationship Management, Sales Coordination
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Relationship Associate • Hyderabad / Secunderabad, Telangana
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