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4.1

based on 5k Reviews

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329 Max Life Insurance Jobs

Relationship Associate - Bancassurance

1-2 years

Kadapa

1 vacancy

Relationship Associate - Bancassurance

Max Life Insurance

posted 1d ago

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

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People are getting interviews at Max Life Insurance through

(based on 194 Max Life Insurance interviews)
Job Portal
Referral
Walkin
Recruitment Consultant
Company Website
Campus Placement
31%
25%
9%
5%
3%
2%
25% candidates got the interview through other sources.
High Confidence
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High Confidence means the data is based on a large number of responses received from the candidates.

What people at Max Life Insurance are saying

4.3
 Rating based on 251 Relationship Associate reviews

Likes

Job security

Dislikes

Appraisal depends upon reporting manager, new candidates came with higher package but old employees voice can not get into company ear because of team leaders. Competition are very good in this situation.

Read 251 reviews

Relationship Associate salary at Max Life Insurance

reported by 680 employees
₹1.5 L/yr - ₹4.4 L/yr
At par with the average Relationship Associate Salary in India
View more details

What Max Life Insurance employees are saying about work life

based on 5k employees
52%
45%
54%
99%
Flexible timing
Monday to Saturday
Within city
Day Shift
View more insights

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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