Managing the Group credit life business, across locations and to achieve business volume (premium) and desired penetration. Regularly engage and provide market update, training & drive the ASCs (Loan Centre) to implement the set processes and ensuring seamless functioning of Grp Cr Life product within ASCs. He/she will be closely working with the Retail Asset Teams of the Bank to sell Group credit life Scheme along with the bank’s primary product.

He/she would plan, monitor, coach, communicate and execute sales strategies and gain mind share of the bank officials (at all levels) and then provide feedback. He/she will also in turn work with the Group Operations to follow up on issuance and clearing of pendency, if any.

Principal Accountabilities

How they are achieved/measured

- Manage the Group business with the Bank employees

- Liaison with different departments for closure of the cases

- Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner.
- Coordinate and train key officials (ASSL,



DSA, other bank officials) to enhance their understanding of the business to increase seller activisation
- Provide market feedback on competition and other products in the market.
- Manage and strengthen relationship through engagement with Partner’s Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service.

- Tracking penetration performance and publishing dashboards, along with Group Operations.
- To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc), to minimize the same and adhere to TATs and contribute to product improvement.
- Monitoring and control process of Post Sales.
- Managing complete claims operation & end to end process.

📌 Relationship Associate - Credit Life (Uttar Pradesh)
🏢 Axis Max Life Insurance
📍 Uttar Pradesh