Job Description
Key Responsibilities
/ Key Deliverables:
• 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
Protection Sales:-
Selling minimum of 2 policies with case size of 15k
Case Size:-
Plan Vs Actual - as per target assigned
Percentage of E sales:-
50% of NOP (Excluding BDE Sales) to be on Esales platform
Seller Activation:-
BDE Seller Activation (%) - Plan v/s Actuals
FDO Seller Activation (%) - Plan v/s Actuals
Persistency:-
Plan vs Achievement
Job Specifications:
• 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
Knowledge & Skill Matrix:
• Excellent Relationship Skill, Managing Various level of Bank Management
Additional Information (Optional):
Org Chart:-
NRH
↓
ZVP
↓
CRM & AVP
↓
DCM/ CM/ ARM
↓
RA/ ASM/SM
/ Key Deliverables:
• 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
Protection Sales:-
Selling minimum of 2 policies with case size of 15k
Case Size:-
Plan Vs Actual - as per target assigned
Percentage of E sales:-
50% of NOP (Excluding BDE Sales) to be on Esales platform
Seller Activation:-
BDE Seller Activation (%) - Plan v/s Actuals
FDO Seller Activation (%) - Plan v/s Actuals
Persistency:-
Plan vs Achievement
Job Specifications:
• 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
Knowledge & Skill Matrix:
• Excellent Relationship Skill, Managing Various level of Bank Management
Additional Information (Optional):
Org Chart:-
NRH
↓
ZVP
↓
CRM & AVP
↓
DCM/ CM/ ARM
↓
RA/ ASM/SM
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Associate|Bancassurance position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
