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Engaged Employer

Axis Max Life Insurance

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4.1

based on 5.5k Reviews

Video summary

230 Axis Max Life Insurance Jobs

Relationship Associate - Bancassurance

Max Life Insurance Company Limited

4.1

based on 5.5k Reviews

1-2 years

Visakhapatnam

1 vacancy

Relationship Associate - Bancassurance

Axis Max Life Insurance

posted 5mon ago

Job Role Insights

Flexible timing

Key skills for the job

Bancassurance CRM Branch Banking Financial Services LMS Sales Process

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

What people at Axis Max Life Insurance are saying

4.3

Rating based on 263 Relationship Associate reviews

Anonymous · BFSI, Investments & Trading in Thiruvananthapuram

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