Summary
Location
Guwahati
Type
full-time
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About this role
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.
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.
Other facts
About maxlifeins
Axis Max Life Insurance Limited (earlier known as Max Life Insurance Company Limited) is a Joint Venture between Max Financial Services Limited and Axis Bank Limited.
Max Financial Services Ltd. is a part of the Max Group, an Indian multi-business corporation. Axis Max Life Insurance Limited has an individual claims paid ratio of 99.65% as per the annual audited financials for FY23-24.
We offer comprehensive protection and long-term savings life insurance solutions, through our multichannel distribution including agency and third party distribution partners.
You can reach us at our:
Customer Service Helpline - 1860 120 5577 (9:00 AM to 6:00 PM Monday to Saturday) or,
Write to us at [email protected]. You can also contact us through our portal https://www.maxlifeinsurance.com/contact-us/write-to-us.html.
Axis Max Life Insurance Limited has built its operations over almost two decades through a need-based sales process, a customer-centric approach to engagement and service delivery and trained human capital.
As per public disclosures, during the financial year 2023-24,
• As on 31st March 2024 the Company had Rs. 150,836 crore of assets under management(AUM), and
• A Sum Assured in Force of Rs. 1,779,409 crore.
For more information, please visit the Company's website at www.maxlifeinsurance.com
What you'll do
- The Relationship Associate is responsible for managing relationships with Axis Branch Sellers and converting leads into quality business. They must ensure adherence to processes, timely follow-ups, and effective training coordination.
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