Relationship Manager

Miss. Sapna
Job Overview

Manage sale through bancassurance channel with multiple branches of banks assigned.
Achieve per-set business targets by initiating required calls /day from the designated branches.
Meet Customers of the Bank for Lead generated for insurance cross-selling.
Work jointing with the Branch Manager on Business Implementation plan.
Meet customers within and outside the Branch as and when required to develop, agree and implement short term and long term plans to achieve sales targets.
Obtain referrals and writing proposals for bank customers.
Take responsibility of the Cluster/region/zone, fulfill leads of the area & prospecting new business from the assigned areas.
Closing sale and following up on issuance, to maintain the desired persistence ratio

Relationship Management
Managing relationship with the branch managers and employees of the Bank.
Conduct various engagement activities for Bank Employees and Customers initiated centrally or local.
Involvement in work site activities (putting up stalls and making presentations in corporate.
Adhere to the customer touch-point engagement in order to service his portfolio.
Login the forms at FGLI branch and ensure issuance.

Education and Experience:

Graduate in any discipline
0-2 yrs exp. in sales with a minimum of 6 months experience in Life insurance sales management, Retail bank distribution, Co-operative bank and Channel Management and/or DSA relationship.
Good communication skills English & regional language (mandatory)
Age group: 21-24 years
Knowledge of local language necessary
Own conveyance preferred

Job Detail
  • Phone Number9619185113
  • Offerd SalaryNegotiable
  • Career LevelExperience
  • Experience1 year - 5 year
  • GenderMale
  • INDUSTRYInsurance
  • QualificationAny Graduate
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