Relationship Associate - Bancassurance - #962065

Max Financial Services

Date: 3 weeks ago

City: Moradabad, Uttar Pradesh

Contract type: Full time

About Max Life Insurance:

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.

Max Life offers comprehensive protection and long-term savings life insurance solutions, through its multichannel distribution including agency and third party distribution partners. Max Life has built its

operations over almost two decades through 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 2019-20, Max Life achieved gross written premium of Rs. 16,184 crore. As on 31st March 2020, the Company had Rs. 68,471 crore of assets under management (AUM) and a Sum Assured in Force of Rs. 913,660 crore.

For more information, please visit the Company's website at

We Stand for:

Caring	A compassionate leader who demonstrates appreciation for diversity in thoughts and approach towards people as well initiatives, eliminates biases to promote meritocracy. A coach who inspires people to excel and sets a culture of high performance.
Collaboration	A boundary-less leader who is capable of identifying & leveraging expertise of team members for superlative outcomes, thus, delivers to the organization's ask. A leader who addresses challenges with a solution oriented approach to create win-win partnerships within & outside teams through inspired cooperation and teamwork.
Customer Obession	A leader who embodies Customer and keeps him at the core of all deliverables. Proactively anticipate customer needs and implement strategies to provide best in class customer experience.
Growth Mindset	An ambitious leader who can sponsor game changing ideas and rally the team to turn them into a reality. A leader who challenges the status quo, takes bold & creative actions to manage complex issues & achieve high impact goals by pushing self and others and raise the bar on performance.
People Leadership	A people's leader who inspires their teams to stretch themselves and achieve their true potential. A leader who create leaders by coaching, empowering & motivating them to deliver superior business outcomes.

Max Life Insurance is an Equal Opportunity Employer and promotes inclusion and diversity.

Job Description

Job Code:

Position

Relationship Associate

Reporting To

Department

Axis

Function

Axis Sales

Location

Band

About Max Life Insurance:

'Max Life Insurance, one of the leading non-bank promoted private life insurers, is a joint venture between Max Financial Services Ltd. and Mitsui Sumitomo Insurance Co. Ltd. Max Financial Services Ltd. is part of the Max Group, which is a leading Indian multi-business corporation, while Mitsui Sumitomo Insurance is a member of the MS&AD Insurance Group, which is amongst the leading insurers in the world. Max Life Insurance offers comprehensive long term savings, protection and retirement solutions through its high quality agency distribution and multi-channel distribution partners. A financially stable company with a strong track record over the last 15 years, Max Life Insurance offers superior investment expertise. Max Life Insurance has the vision To be the most admired life insurance company by securing the financial future of our customers. The company has a strong customer-centric approach focused on advice-based sales and quality service delivered through its superior human capital. In the financial year 2016, Max Life recorded Gross Written Premium of Rs. 9,216 crore with sum assured of Rs. 2,71,633 crore and Asset Under Management of Rs. 35,824 crore as on 31st March 2016.

We Stand for:

Caring	An imperative value that emphasises on individuals who are extremely compassionate and demonstrate respect for people. It is about being proactive to offer guidance and help to fellow colleagues. Being open to new ideas and going an extra mile to implement them.
Collaboration	A value which is all about being boundary-less in approach by going beyond one's direct responsibilities to achieve functional and organizational goals. It is about believing & creating opportunities for self and others to improve working relationships.
Customer Obession	It is not just about being Customer focused, however, it is being obsessed with delivering exceptional customer experience. Proactively making extraordinary efforts to deliver superior quality output, hence, creating customer delight.
Growth Mindset	A value which drives and defines us to challenge the status quo by being ambitious, ready to put in extra efforts & demonstrate courage to achieve exceptional results. It is about seeking & creating opportunities to invest in self, fellow colleagues to sharpen their skills and cultivate high performing culture.

Job Summary:

Key Responsibilities/ Key Deliverables:

Will be responsible for meeting sales target through Bank's FOS.
Will be responsible for maintaining relationships with all corporate salary team in the assigned Bank Branches
Keeping accurate record of referrals received from all corporate salary team in the assigned bank branches.
Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.

Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's corporate salary customer base.
Drive effectively the Reward and recognition programs launched for the bank staff.
Shall train the bank staff regularly on concepts in life insurance and new product introductions.

Measures of Success:

Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
Relationship with Bank Corporate Salary Manager
Effective Lead generation and meet value / number targets

Job Specifications:

Graduate in any discipline
1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship. Corporate salary experience preferred

Knowledge & Skill Matrix:

Additional Information (Optional):

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