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Relationship Associate - Credit Life (Surat)

Important Group · Surat

📅 07/08/2026
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Principal Accountabilities How they are achieved/measured - Manage the Group business with the Bank employees - Liaison with different departments for closure of the cases - Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. - Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation - Provide market feedback on competition and other products in the market. - Manage and strengthen relationship through engagement with Partners Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service. - Tracking penetration performance and publishing dashboards, along with Group Operations. - To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc), to minimize the same and adhere to TATs and contribute to product improvement. - Monitoring and control process of Post Sales. - Managing complete claims operation & end to end process. Principal Accountabilities How they are achieved/measured - Manage the Group business with the Bank employees - Liaison with different departments for closure of the cases - Champion product and process to drive top line sales through business sales team and maintaining penetration levels of group insurance products with channel partner. - Coordinate and train key officials (ASSL, DSA, other bank officials) to enhance their understanding of the business to increase seller activisation - Provide market feedback on competition and other products in the market. - Manage and strengthen relationship through engagement with Partners Zonal Leadership team, Ops & Credit Team, DSAs, SMs, Field Sales Staff at all levels and across functions. Values add in key initiatives to enhance attachment ration & business volume through training and service. - Tracking penetration performance and publishing dashboards, along with Group Operations. - To measure & monitor the various metrics (Files and sum assured Penetration rates, seller activation, Claim denial rates/ pending rates, rejection ratios , medical TATs etc), to minimize the same and adhere to TATs and contribute to product improvement. - Monitoring and control process of Post Sales. - Managing complete claims operation & end to end process. .
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