Relationship Associate - Bancassurance

Axis Max Life Insurance Limited; Gujarat; On-site; INR 300,000 - 500,000; Full time

Job summary

Axis Max Life Insurance Limited is looking for a Relationship Associate in Gujarat to drive business growth by managing branch relationships and collaborating with Axis Bank sellers. The role emphasizes lead conversion, operational excellence, and meeting business targets while ensuring customer satisfaction.

The ideal candidate will have a degree from a UGC/AICTE accredited institution, complemented by 1 to 2 years of sales experience, preferably in insurance. This role requires excellent relationship skills and adherence to company guidelines for optimal performance.

Qualifications

• 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.

Responsibilities

• Managing relationship with Axis Branch Sellers to meet targets.
• Responsible for converting leads generated from the Branch into quality business.
• Adhering to set processes and coordinating with Cluster Manager.
• Ensuring customer complaints are minimized and tracking TATs on contacts.
• Maintaining 15-month persistency and robust follow-up mechanisms.

Skills

Excellent Relationship Skill

Managing Various level of Bank Management

Adherence to Process

Education

Graduate in Any Discipline from a UGC / AICTE approved College and University

Job description

Function Summary

Relationship Associate plays a pivotal role in driving business growth by managing branch relationships and collaborating with Axis Bank sellers. The role involves lead conversion, ensuring process adherence, and supporting operational excellence. The incumbent will be responsible for meeting business targets and maintaining customer satisfaction. This position requires consistent coordination with stakeholders and adherence to company guidelines.

Job Summary

Manages branches, collaborates with the objective to support and contribute to Axis Bank strategy, achieve operations excellence, ensure systems are deployed and help build the channel WITHIN the company guidelines and the achieve business targets.

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

Key Competencies / Skill 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