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.