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 ensure bank 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 Various level of Bank Management , Adherence to Process

Additional Information (Optional):

NA

📌 Relationship Associate Credit Life Tamil Nadu
🏢 Axis Max Life Insurance
📍 Tamil Nadu