Key Responsibilities/ Key Deliverables:
Managing relationship with Axis Branch Sellers and thereby meeting target through Bank’s 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 ensurebank staff regularly on concepts in life insurance and recent 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 Variouslevel of Bank Management , Adherence to Process

Additional Information (Optional):
NA

📌 Relationship Associate Credit Life Tamil Nadu
🏢 AxisMaxlife
📍 Tamil Nadu