nager and Operations HUB, ensuring minimal customer complaints

Shall adhere to agreed TATs on first customer contact and follow-ups from the date of the lead being registered

Ensuring 15-month persistency on track and thereby ensure a robust follow-up mechanism with the customers

Coordinating with Cluster Training manager to ensure bank staff are regularly trained on concepts in life insurance and new product introductions

Shall be responsible for activating the branch banking sellers and thereby achieving the activation target

Ensuring LMS usage as a tracking mechanism online and follow-up calls

Measures of Success

Business Plan: Adj MFYP Collected (Rs.) - Plan vs Actual as per target assigned
Case Size: Plan vs Actual as per target assigned
Seller Activation: Seller Activation (%) - Plan vs Actual as per target assigned
Persistency: 15th month Persistency (%) - >82.5 and as per plan

Key Competencies/Skills Required

Desired Qualification and Experience

Graduate in any discipline from a UGC/AICTE approved college or university
1 to 2 years of experience in sales; experience in insurance preferred
Experience in Life Insurance sales management, Retail bank distribution, Channel management, and/or DSA relationship

Relationship Associate - Bancassurance