Function SummaryRelationship Associate plays a pivotal role in driving business growth by managing branch relationships and collaborating with Axis Bank sellers. The role involves lead conversion

KEY RESPONSIBILITIES:-

· 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 ensure selling through E platform.

· 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 current 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.

📌 Relationship Associate - Bancassurance (Odisha)
🏢 Axis Max Life Insurance
📍 Odisha