Sales Manager Affluent Banking
Job Summary
KEY RESPONSIBILITIES:-
- Managing relationship with Axis Branch Sellers and thereby meeting target through Banks 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 Banks 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.
Required Experience:
Manager
Key Skills
About Company
Max Life Insurance , A leading life insurance company in India, offers a range of life insurance plans and policies to ensure Lifetime Protection for you and your family.