Finance

Relationship Associate - Credit Life

Full Time

Job Description

anaging 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

State

Tamil Nadu

Branch

Trichy

Department

Axis

Function

Mortgages

Skills Required

  • Bancassurance Sales
  • Credit Knowledge
  • Relationship Management
  • Lead Generation
  • Portfolio Management
  • Persuasive Communication
  • Cross Selling
  • Target Orientation

About Company

Axis Max Life Insurance
Insurance Company

Axis Max Life Insurance Limited (formerly known as Max Life Insurance Company Limited) is India's largest non-bank private-sector life insurer. Operating as a joint venture between Max Financial Services Limited and Axis Bank Limited, the company delivers comprehensive protection, retirement solutions, and long-term savings products. Founded in 2000 and headquartered in New Delhi, the firm utilizes a highly robust multi-channel distribution model comprising dedicated agency networks, e-commerce channels, and prominent third-party distribution partners. Over more than two decades of operation, the company has established strong market reliability, managing ₹1,75,072 crore in Assets Under Management (AUM) and securing an industry-leading individual death claims paid ratio of 99.70% for FY2024-25

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