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340 Axis Max Life Insurance Jobs
Relationship Associate
Axis Max Life Insurance
posted 3 days ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
Job Description
Position
Relationship Associate - Bancassurance
Incumbent
Name
Department
Axis
Function
Axis Sales
Reporting to
Cluster Manager / Area Manager
Band
5
Location
Vijayawada
Team size (D/I)
Individual Role
JOB SUMMARY -
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.
Org Chart- NRH
ZVP
CRM AVP
DCM/ CM/ ARM
RA/ ASM/ SM
Job Description
Position
Relationship Associate - Bancassurance
Incumbent
Name
Department
Axis
Function
Axis Sales
Reporting to
Cluster Manager / Area Manager
Band
5
Location
Vijayawada
Team size (D/I)
Individual Role
JOB SUMMARY -
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.
Org Chart- NRH
ZVP
CRM AVP
DCM/ CM/ ARM
RA/ ASM/ SM
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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