Relationship Associate- Banca

Job Description

Key Responsibilities/ Key Deliverables:
• Managing relationship with Axis Branch Sellers and thereby meeting target through Banks 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
Job Specifications:
• 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
Knowledge & Skill Matrix:
• Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process
Banca channel Opening Location: Pune /Nashik/Aurangabad/Nagpur/Surat/Ahmednagar

Keyskills :
salesrelationship buildinginsurance sales