19 Oct
Max Financial Services
Vijayawada
Job Description
Position
Relationship Manager / Associate Manager Sales/ Sales Manager
Incumbent
Name
Department
Axis
Function
Axis Sales
Reporting to
Cluster Manager / Area Manager
Band
5 / 5A
Location
XYZ
Team size (D/I)
None/ Individual Role
JOB 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 Success
Business Plan:-
Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned
Case Size:-
Plan Vs Actual - as per target assigned
Seller Activation:-
Seller Activation (%) - Plan v/s Actual- as per target assigned
Persistency:-
15th month Persistency (%) - 82.5 and as per plan
Key competencies/skills required
Excellent Relationship Skill, Managing Various level of Bank Management , Adherence to Process
Desired 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
?
ZVP
?
CRM & AVP
?
DCM/ CM/ ARM
?
RA/ ASM/ SM
Job Description
Position
Relationship Manager / Associate Manager Sales/ Sales Manager
Incumbent
Name
Department
Axis
Function
Axis Sales
Reporting to
Cluster Manager / Area Manager
Band
5 / 5A
Location
XYZ
Team size (D/I)
None/ Individual Role
JOB 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 Success
Business Plan:-
Adj MFYP Collected (Rs.) - Plan v/s Actual- as per target assigned
Case Size:-
Plan Vs Actual - as per target assigned
Seller Activation:-
Seller Activation (%) - Plan v/s Actual- as per target assigned
Persistency:-
15th month Persistency (%) - 82.5 and as per plan
Key competencies/skills required
Excellent Relationship Skill, Managing Various level of Bank Management ,
Adherence to Process
Desired 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
?
ZVP
?
CRM & AVP
?
DCM/ CM/ ARM
?
RA/ ASM/ SM