Job Description

PositionRelationship Manager / Associate Manager Sales/ Sales ManagerIncumbentNameDepartmentAxisFunctionAxis SalesReporting toCluster Manager / Area ManagerBand5 / 5ALocationXYZTeam size (D/I)None/ Individual RoleJOB SUMMARY :-Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales.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.

Measures of SuccessBusiness Plan:-Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assignedCase Size:-Plan Vs Actual - as per target assignedSeller Activation:-Seller Activation (%) - Plan v/s Actual- as per target assignedPersistency:-15th month Persistency (%) -
82.5 and as per planKey competencies/skills requiredExcellent Relationship Skill, Managing Various level of Bank Management , Adherence to ProcessDesired 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.

Org Chart:- NRH\xe2\x86\x93ZVP\xe2\x86\x93CRM & AVP\xe2\x86\x93DCM/ CM/ ARM\xe2\x86\x93RA/ ASM/ SMPositionRelationship Manager / Associate Manager Sales/ Sales ManagerIncumbentNameDepartmentAxisFunctionAxis SalesReporting toCluster Manager / Area ManagerBand5 / 5ALocationXYZTeam size (D/I)None/ Individual RoleJOB SUMMARY :-Individual Role and will be managing bigger and medium size Axis Branch and will be responsible for generating business from Branch, and thereby will meet the target. Person would be reporting to Cluster Manager / Area Manager Axis Sales.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.

Measures of SuccessBusiness Plan:-Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assignedCase Size:-Plan Vs Actual - as per target assignedSeller Activation:-Seller Activation (%) - Plan v/s Actual- as per target assignedPersistency:-15th month Persistency (%) -
82.5 and as per planKey competencies/skills requiredExcellent Relationship Skill, Managing Various level of Bank Management , Adherence to ProcessDesired 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.

Org Chart:- NRH\xe2\x86\x93ZVP\xe2\x86\x93CRM & AVP\xe2\x86\x93DCM/ CM/ ARM\xe2\x86\x93RA/ ASM/ SM

Max Life Insurance