Job Description

JOB DESCRIPTION
Job Code:
Job Title:Relationship Associate Sales (Bancassurance - Sales AXIS)
Band: 5
Reporting To:
CTC :
Department: Bancassurance
KEY RESPONSIBILITIES:

• Will be responsible for meeting sales target through Bank's FOS.
• Will be responsible for maintaining relationships with all constituents in the Bank Branch
• Keeping accurate record of referrals received form all constituents in the bank branch.
• Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
• Shall approach him/herself at least 5 new customers in the bank branch each day.

• Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base.
• Drive effectively the Reward and recognition programs launched for the bank staff.
• Shall train the bank staff regularly on concepts in life insurance and new product introductions.

MEASURES OF SUCCESS:

• Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
• Relationship with Bank Branch Manager
• Effective Lead generation and meet value / number targets

JOB REQUIREMENTS
MINIMUM/SPECIFIC EXPERIENCE:

• Graduate in any discipline
• Fresher's are also eligible
• 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.

JOB DESCRIPTION
Job Code:
Job Title:Relationship Associate Sales (Bancassurance - Sales AXIS)
Band: 5
Reporting To:
CTC :
Department: Bancassurance
KEY RESPONSIBILITIES:

• Will be responsible for meeting sales target through Bank's FOS.
• Will be responsible for maintaining relationships with all constituents in the Bank Branch
• Keeping accurate record of referrals received form all constituents in the bank branch.
• Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
• Shall approach him/herself at least 5 new customers in the bank branch each day.

• Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base.
• Drive effectively the Reward and recognition programs launched for the bank staff.
• Shall train the bank staff regularly on concepts in life insurance and new product introductions.

MEASURES OF SUCCESS:

• Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
• Relationship with Bank Branch Manager
• Effective Lead generation and meet value / number targets

JOB REQUIREMENTS
MINIMUM/SPECIFIC EXPERIENCE:

• Graduate in any discipline
• Fresher's are also eligible
• 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.