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Engaged Employer

Max Life Insurance

Compare

4.1

based on 5.1k Reviews

11 Max Life Insurance Relationship Associate Jobs

Relationship Associate - Bancassurance

Max Life Insurance Company Limited

4.1

based on 5.1k Reviews

1-2 years

₹ 2.05 - 3L/yr (AmbitionBox estimate)

Hyderabad / Secunderabad

1 vacancy

Relationship Associate - Bancassurance

Max Life Insurance

posted 3mon ago

Job Role Insights

Flexible timing

Key skills for the job

Management Sales Management Bancassurance CRM Branch Banking LMS

+ 1 more

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: Other

Read full job description

Max Life Insurance Interview Questions & Tips

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

People are getting interviews at Max Life Insurance through

(based on 196 Max Life Insurance interviews)

Job Portal

Referral

Walkin

Recruitment Consultant

Company Website

Campus Placement

30%

25%

26% candidates got the interview through other sources.

High Confidence

What Relationship Associate at Max Life Insurance are saying

4.3

Rating based on 253 Relationship Associate reviews

Anonymous · Life Insurance in Raipur, Chhattisgarh

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 253 reviews