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Relationship Associate - Bancassurance at maxlifeins

Kolkata, west bengal, India -

Full Time

Start Date

Immediate

Expiry Date

01 Mar, 26

Salary

0.0

Posted On

01 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Relationship Management, Lead Generation, E-Selling, Customer Service, Follow-Up Mechanism, Training Coordination, Activation Target, LMS Usage

Industry

Insurance

Description

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 ensure selling through E platform. 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. 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 ensure selling through E platform. 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.

Responsibilities

The Relationship Associate is responsible for managing relationships with Axis Branch Sellers and converting leads into quality business. They must ensure adherence to processes, timely follow-ups, and effective training coordination.