Relationship Associate

Job Description

Job Title

RA/ASM/FSM/Sr. FSM

Location

As per requirement

Department

Strategic Alliances

Function

Bancassurance – Ujjivan/TMB/ DCB/SIB/CSB

Reporting to

Center Manager

Band

5/5A/5B

Function Summary

Takes responsibility of fulfilling leads & prospecting new business from salary segment of  bank partner to close Protection and annuity business.

Key Responsibilities

• Lead generation at the time of account opening/service call being made to the customer


• Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity


• Involvement in work site activities (putting up stalls and making presentations in corporate.


• Working, engaging and connecting with HNI clients for one on one selling


• Closing sale and following up on issuance.


• Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection


• Drive effectively the Reward and recognition programs launched for the bank staff.


• Train the bank staff regularly on Annuity and Protection plan of Max Life


•  

Measure of Success

1. 
   
   
   
   1. Adjusted MFYP (Modal first year premium)
   
   
   2. Number of policies
   
   
   3. Business Leakage including cancellations
   
   
   4. Branch Activation
   
   
   5. Persistency
   
   
   
   

Desired qualification and experience

• Graduate/ Post Graduate in any discipline


• 1 to 3 years of insurance experience


• Good communication skills – English & regional language (mandatory)


• Age group: 21-28 years


• Preferably has own conveyance

About Axis Max Life Insurance

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a Joint Venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited. Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital. As per the annual audited financials for FY2023-24, Axis Max Life Insurance has achieved a gross written premium of INR 29,529 Cr. For more information, please visit the company website at www.maxlifeinsurance.com.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply