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230 Axis Max Life Insurance Jobs

Relationship Associate - Bancassurance

1-2 years

Visakhapatnam

1 vacancy

Relationship Associate - Bancassurance

Axis Max Life Insurance

posted 5mon ago

Job Role Insights

Flexible timing

Job Description

Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales.
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 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 new 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-
Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned
Case Size-
Plan Vs Actual - as per target assigned
Seller Activation-
Seller Activation (%) - Plan v/s Actual- as per target assigned
Persistency-
15th month Persistency (%) - >82.5 and as per plan
Key competencies/skills required
Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process
Desired qualification and experience-
  • 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.

Employment Type: Full Time, Permanent

Functional Areas: Banking/Insurance

Read full job description

Axis Max Life Insurance Interview Questions & Tips

Prepare for Axis Max Life Insurance Relationship Associate roles with real interview advice

Top Axis Max Life Insurance Relationship Associate Interview Questions

Q1. tax slabs and why anyone should buy a insurance policy rather then Invest in FD
Q2. how to motivate other persons to sell a insurance policy.
Q3. Can you handle pressure as there will be lot of pressure?
View all 88 questions

What people at Axis Max Life Insurance are saying

4.3
 Rating based on 263 Relationship Associate reviews

Likes

Good colleagues.

Dislikes

very high pressure, daily they will ask you to do products. they will assign you more than one branch and tell to get active . the minimum amount to get active is 1 lac.and you to get active on branches in which you are assined. beside that they force you to do term insurance . even if you do 10 lac a month ,they will forget about th..Read More

  • Job security - Poor
  • +3 more
Read 263 Relationship Associate reviews

Relationship Associate salary at Axis Max Life Insurance

reported by 644 employees
₹1.6 L/yr - ₹4.4 L/yr
6% less than the average Relationship Associate Salary in India
View more details

What Axis Max Life Insurance employees are saying about work life

based on 5.5k employees
52%
46%
54%
99%
Flexible timing
Monday to Saturday
Within city
Day Shift
View more insights

Axis Max Life Insurance Benefits

Job Training
Soft Skill Training
Health Insurance
Work From Home
Team Outings
Education Assistance +6 more
View more benefits

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