Relationship Associate - Credit Life

Axis Max Life Insurance Limited; Tamil Nadu; On-site; INR 300,000 - 600,000; Full time

Job summary

Axis Max Life Insurance Limited in Tamil Nadu is seeking a target-driven sales professional to manage relationships with Axis branch sellers and convert leads into life insurance business. The role requires coordinating with cluster management and operations, ensuring adherence to processes, and maintaining high customer satisfaction.

The candidate will drive first-contact and follow-ups within agreed TATs, focus on 15-month persistency, and collaborate with the bank staff to introduce new

Qualifications

• Experience in life insurance sales or bancassurance preferred.
• Ability to manage bank channel relationships and drive targets.
• Strong communication and follow-up skills.

Responsibilities

• Manage relationship with Axis Branch Sellers to meet targets.
• Convert leads from Branch into quality life insurance business.
• Coordinate with Cluster Manager and Operations HUB to adhere to processes and reduce complaints.
• Meet TATs for first contact and follow-ups from lead registration.
• Ensure 15-month persistency and robust follow-up with customers.
• Coordinate with Training manager to train bank staff on life insurance concepts and new products.
• Activate branch banking sellers to achieve activation targets.
• Use LMS as tracking mechanism for calls and follow-ups.

Skills

Relationship management

Target achievement

Lead conversion

Stakeholder coordination

Customer service

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

• 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