Hiyamee

Hyderabad, Telangana

MAX Life Insurance (Axis Bank Vertical)Job Role: Relationship associate AGE: 33 YearsLocation: Hyderabad CTC: 3.5LPAKey Responsibilities/ Key Deliverables: 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 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

ob Role:PAMExperience: Minimum 2years in Banking CASA salesAGE: Below 30 yearsCTC: 6LPALocation: HyderabadPurpose of the role: To acquire HNI/Affluent New To Bank liabilities relationships (Saving Accounts / Current Accounts / Deposits) and build stable balances through customer onboarding.Key Responsibilities: Identify potential catchment areas to acquire HNI/Affluent liabilities customers for Equitas Bank. To do marketing activities and generate leads for acquiring HNI/Affluent customers. Build a database of customer leads through references. Schedule meetings with potential HNI/Affluent liabilities customers and understand their requirement; thereafter presenting them with the most suitable products and explaining the features/benefits. Communicate clearly to customers on the requirements for various types of products, services, documents to be provided to the bank. Also clearly explain the customer on required balances/deposits to be maintained to avail various products and services. Ensure that all customer documents are verified with originals and are handled with care and confidentiality. Complete all account opening related processes accurately so that the customer experience is enhanced and forms the foundation of a long relationship with the bank. Maintain continuous communication with customers on the status of their account opening process. Frequently communicate with newly signed up customers and assist them with additional products and services based on their requirements for example, relevant loan products, investment products etc. Build reference network from newly signed up customers for potential leads. Regularly update Daily Sales Reports and discuss on the plans, action items, progress with the supervisor