This is an individual role. You will handle medium and large Axis Bank branches, bring in life insurance business from them and meet your sales targets.
Key Responsibilities
- Build and manage relationships with Axis Bank branch sellers, and meet targets through the bank's FOS (field sales team)
- Take the leads generated by the branch and convert them into good-quality business
- Follow the set process and coordinate on time with the Cluster Manager and Operations Hub, keeping customer complaints to a minimum
- Stick to the agreed turnaround times for first customer contact and follow-ups, counted from the date the lead is registered
- Keep 13-month persistency on track (the share of policies still active after 13 months) with regular customer follow-ups
- Work with the Cluster Training Manager so bank staff are trained regularly on life insurance concepts and current products
- Get branch banking sellers actively selling and meet the activation targets
- Use the LMS (lead management system) to track leads, follow-ups and calls
Key Skills
Sales, Banking Sales, Insurance Sales, Relationship Management, Bancassurance, Broking Sales, Channel Management, working with different levels of bank management, following process
Qualification and Experience
- Graduate in any discipline from a UGC/AICTE-approved college or university
- 1–5 years of sales experience; insurance experience preferred
- Background in life insurance sales, retail bank distribution, channel management or DSA relationships is an advantage