Relationship Associate - Credit Life

Principal Accountabilities

How they are achieved / measured

• Manage the Group business with the Bank employees
• Liaison with different departments for closure of the cases
• Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner.
• Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation
• Provide market feedback on competition and other products in the market.
• Manage and strengthen relationship through engagement with Partner's Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service.
• Tracking penetration performance and publishing dashboards, along with Group Operations.
• To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates / pending rates, rejection ratios , medical TATs etc) , to minimize the same and adhere to TATs and contribute to product improvement.
• Monitoring and control process of Post Sales.
• Managing complete claims operation & end to end process.

Principal Accountabilities

How they are achieved / measured

Skills Required

Group insurance products