Relationship Associate - Bancassurance

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.

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.