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Relationship Associate
Axis Max Life Insurance
posted 5 days ago
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Key skills for the job
Job Description
JOB DESCRIPTION Job Title Relationship Associate KEY RESPONSIBILITIES JOB DESCRIPTION Job Title Relationship Associate KEY RESPONSIBILITIES
Band 5
Reporting To Centre Manager
Department Bancassurance - Ujjivan/TMB/ DCB/SIB
JOB SUMMARY
Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.
- Lead generation at the time of account opening/service call being made to the customer
- Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity
- Involvement in work site activities (putting up stalls and making presentations in corporate.
- Working, engaging and connecting with HNI clients for one on one selling
- Closing sale and following up on issuance.
- Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Train the bank staff regularly on Annuity and Protection plan of Max Life
MEASURES OF SUCCESS
-
- Adjusted MFYP (Modal first year premium)
- Number of policies
- Business Leakage including cancellations
MINIMUM/SPECIFIC EXPERIENCE
- Graduate/ Post Graduate in any discipline
- 1 to 3 years of insurance experience
- Good communication skills - English & regional language (mandatory)
- Age group 21-28 years
- Preferably has own conveyance
Band 5
Reporting To Centre Manager
Department Bancassurance - Ujjivan/TMB/ DCB/SIB
JOB SUMMARY
Takes responsibility of fulfilling leads & prospecting new business from salary segment of bank partner to close Protection and annuity business.
- Lead generation at the time of account opening/service call being made to the customer
- Establishing & strengthening relationship with Cluster head & staff to gain mindshare from them on protection and Annuity
- Involvement in work site activities (putting up stalls and making presentations in corporate.
- Working, engaging and connecting with HNI clients for one on one selling
- Closing sale and following up on issuance.
- Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on Annuity and protection
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Train the bank staff regularly on Annuity and Protection plan of Max Life
MEASURES OF SUCCESS
-
- Adjusted MFYP (Modal first year premium)
- Number of policies
- Business Leakage including cancellations
MINIMUM/SPECIFIC EXPERIENCE
- Graduate/ Post Graduate in any discipline
- 1 to 3 years of insurance experience
- Good communication skills - English & regional language (mandatory)
- Age group 21-28 years
- Preferably has own conveyance
Employment Type: Full Time, Permanent
Read full job description
What people at Axis Max Life Insurance are saying
Rating based on 281 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
Relationship Associate salary at Axis Max Life Insurance
reported by
539
employees
₹1.9
L/yr - ₹4.6
L/yr
7%
less
than the average Relationship Associate Salary in India
View more details
What Axis Max Life Insurance employees are saying about work life
based on 6.2k employees
Flexible timing
Monday to Saturday
Within city
Day Shift
Axis Max Life Insurance Benefits
Job Training 
Soft Skill Training 
Health Insurance 
Work From Home 
Team Outings 
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