Relationship Associate - Bancassurance

Axis Max Life Insurance Limited; Odisha; On-site; INR 300,000 - 550,000; Full time

Job summary

Axis Max Life Insurance Limited invites applications for Relationship Associate to drive business growth by managing branch relationships and collaborating with Axis Bank sellers. The role focuses on converting leads and selling through the E platform.

You will coordinate with cluster managers, ensure timely follow-ups, and work towards 15-month persistency while leveraging LMS for tracking and training.

Qualifications

• Role requires relationship management with Axis Bank sellers and conversion of leads into quality business.
• Proficiency in selling through electronic platforms and adherence to defined processes.

Responsibilities

• Manage relationship with Axis Branch Sellers and meet targets through Bank’s FOS.
• Convert leads generated from branches into quality business and drive sales via the E platform.
• Adhere to defined processes and coordinate with Cluster Manager and Operations HUB to minimize customer complaints.
• Ensure first contact SLA and timely follow-ups from lead registration.
• Maintain 15-month persistency with robust follow-up mechanisms.
• Coordinate with Training Manager to train branch staff on life insurance concepts and new products.
• Activate branch banking sellers to achieve activation targets and use LMS for tracking.

Tools

E platform

LMS

Job description

Axis Max Life Insurance Limited, formerly known as Max Life Insurance Company Ltd., is a joint venture between Max Financial Services Limited (“MFSL”) and Axis Bank Limited.

Axis Max Life Insurance offers comprehensive protection and long-term savings life insurance solutions through its multi-channel distribution, including agency and third-party distribution partners. It has built its operations over two decades through a need-based sales process, a customer-centric approach to engagement and service delivery, and a well-trained human capital.

Axis Max Life has been consistently ranked among the best workplaces by the GPTW Institute, reflecting its commitment to creating a positive and empowering work environment.

#ComeAsYouAre LGBTQIA+ and PwD candidates of all ages are encouraged to apply

Job Description

Function SummaryRelationship Associate plays a pivotal role in driving business growth by managing branch relationships and collaborating with Axis Bank sellers. The role involves lead conversion

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.