Job Description

Position
Relationship Associate - Liability Sales
Incumbent
Name
Department
Axis
Function
Axis Sales
Reporting to
Area Head - Liability Sales
Band
5 / 5A
Location
All circles Pan India
Team size (D/I)
None/ Individual Role
JOB SUMMARY :
Will be responsible for generating business from Liability Sales vertical and thereby will meet the target. It is an individual role and incumbent would be reporting to Area Head - Liability Sales.
KEY RESPONSIBILITIES:
\xef\x82\xb7 Managing relationship with Axis Sellers and thereby meeting target through Bank\'s FOS
\xef\x82\xb7 Responsible for managing the leads generated from the vertical and thereby convert into quality business.
\xef\x82\xb7 Must adhere to the process set and timely coordinate with Area Head and Operations HUB ensuring minimal customer complaint.
\xef\x82\xb7 Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered.
\xef\x82\xb7 Ensuring 15th month persistency and thereby ensure a robust follow up mechanism with customers.
\xef\x82\xb7 Coordinating with Training team to ensure training of bank staff regularly on concepts in life insurance and new product introductions.
\xef\x82\xb7 Shall be responsible for making active the Liability Sales vertical sellers and thereby achieving the activation target
\xef\x82\xb7 Ensuring usage of Digital Assets for Lead follow-ups and other activities.
Measures of Success
Business Plan:-
Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned
Protection Sales:-
As per target
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
Desired qualification and experience:
\xef\x82\xb7 Graduate in Any Discipline from a UGC / AICTE approved College and University.
\xef\x82\xb7 1 to 2 years of experience in sales, experience in Insurance will be preferred.
\xef\x82\xb7 Experience in the fields of Life insurance sales management, Retail bank distribution, Channel Management and/or DSA relationship.


Position
Relationship Associate - Liability Sales
Incumbent
Name
Department
Axis
Function
Axis Sales
Reporting to
Area Head - Liability Sales
Band
5 / 5A
Location
All circles Pan India
Team size (D/I)
None/ Individual Role
JOB SUMMARY :
Will be responsible for generating business from Liability Sales vertical and thereby will meet the target. It is an individual role and incumbent would be reporting to Area Head - Liability Sales.
KEY RESPONSIBILITIES:
\xef\x82\xb7 Managing relationship with Axis Sellers and thereby meeting target through Bank\'s FOS
\xef\x82\xb7 Responsible for managing the leads generated from the vertical and thereby convert into quality business.
\xef\x82\xb7 Must adhere to the process set and timely coordinate with Area Head and Operations HUB ensuring minimal customer complaint.
\xef\x82\xb7 Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered.
\xef\x82\xb7 Ensuring 15th month persistency and thereby ensure a robust follow up mechanism with customers.
\xef\x82\xb7 Coordinating with Training team to ensure training of bank staff regularly on concepts in life insurance and new product introductions.
\xef\x82\xb7 Shall be responsible for making active the Liability Sales vertical sellers and thereby achieving the activation target
\xef\x82\xb7 Ensuring usage of Digital Assets for Lead follow-ups and other activities.
Measures of Success
Business Plan:-
Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned
Protection Sales:-
As per target
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
Desired qualification and experience:
\xef\x82\xb7 Graduate in Any Discipline from a UGC / AICTE approved College and University.
\xef\x82\xb7 1 to 2 years of experience in sales, experience in Insurance will be preferred.
\xef\x82\xb7 Experience in the fields of Life insurance sales management, Retail bank distribution, Channel Management and/or DSA relationship.

Max Life Insurance