Relationship Associate - Bancassurance

JOB SUMMARY :-  

Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch Priority, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales.

KEY RESPONSIBILITIES:-

• 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.

Measures of Success

Business Plan:-

Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned

Protection Sales:-

Selling minimum of 2 policies with case size of 15k

 Case Size:-

Plan Vs Actual - as per target assigned

Percentage of E sales:-

50% of NOP (Excluding BDE Sales) to be on Esales platform

Seller Activation:-

BDE Seller Activation (%) - Plan v/s Actuals

Persistency:-

Plan vs Achievement

Key competencies/skills required

Excellent Relationship Skill, Managing Various  level of Bank Management , Adherence to Process