Relationship Associate - Credit Life

MAK FINANCIAL SERVICES

Insurance- Life Insurance

Posted: 7 months ago

1-3 years

Bengaluru / Bangalore, Karnataka

Insurance- Life Insurance

work from office

Full Time

Posted: 7 months ago

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Job Description

Job Code:

Position

Relationship Associate - Credit Life

Reporting To

Department

Axis

Function

Credit Life

Location

Band

We Stand for:

Caring	An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them.
Collaboration	A value which is all about being boundary-less in approach by going beyond ones direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.
Customer Obession	It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight.
Growth Mindset	A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture.

Job Summary:

Key Responsibilities/ Key Deliverables:

Managing relationship with Axis Branch Sellers and thereby meeting target through Banks FOS

Responsible for managing the leads generated from Branch and thereby convert into quality business.

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

Measures of Success:

Business Plan:-

WPC - Plan v/s Actual- as per target assigned

Seller Activation:-

BDE Seller Activation (%) - Plan v/s Actuals

FDO Seller Activation (%) - Plan v/s Actuals

Persistency:-

Plan vs Achievement

Job Specifications:

Graduate in Any Discipline from a UGC / AICTE approved College and University.
1 to 2 years of experience in sales, experience in Insurance will be preferred.
Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship

Knowledge & Skill Matrix:

Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process

Additional Information (Optional):

Job Code:

Position

Relationship Associate - Credit Life

Reporting To

Department

Axis

Function

Credit Life

Location

Band

We Stand for:

Caring	An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them.
Collaboration	A value which is all about being boundary-less in approach by going beyond ones direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.
Customer Obession	It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight.
Growth Mindset	A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture.

Job Summary:

Key Responsibilities/ Key Deliverables:

Managing relationship with Axis Branch Sellers and thereby meeting target through Banks FOS

Responsible for managing the leads generated from Branch and thereby convert into quality business.

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

Measures of Success:

Business Plan:-

WPC - Plan v/s Actual- as per target assigned

Seller Activation:-

BDE Seller Activation (%) - Plan v/s Actuals

FDO Seller Activation (%) - Plan v/s Actuals

Persistency:-

Plan vs Achievement

Job Specifications:

Graduate in Any Discipline from a UGC / AICTE approved College and University.
1 to 2 years of experience in sales, experience in Insurance will be preferred.
Experience in the fields of Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship

Knowledge & Skill Matrix:

Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process

Additional Information (Optional):

Skills

Life Insurance

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About Company

Max Life Insurance is a joint venture between Max Financial Services and Mitsui Sumitomo Insurance. It's one of India's leading life insurance companies.

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