- Will be responsible for meeting sales target through Bank s FOS.
- Will be responsible for maintaining relationships with all constituents in the Bank Branch
- Keeping accurate record of referrals received form all constituents in the bank branch.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Shall approach him/herself at least 5 new customers in the bank branch each day.
- Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Shall train the bank staff regularly on concepts in life insurance and new product introductions.
MEASURES OF SUCCESS
- Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
- Relationship with Bank Branch Manager
- Effective Lead generation and meet value / number targets
- JOB REQUIREMENTSKEY RESPONSIBILITIESWill be responsible for meeting sales target through Bank s FOS.
- Will be responsible for maintaining relationships with all constituents in the Bank Branch
- Keeping accurate record of referrals received form all constituents in the bank branch.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Shall approach him/herself at least 5 new customers in the bank branch each day.
- Increasing bank s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch s customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Shall train the bank staff regularly on concepts in life insurance and new product introductions.
MEASURES OF SUCCESS
- Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
- Relationship with Bank Branch Manager
- Effective Lead generation and meet value / number targets
Role: Relationship Manager
Industry Type: Insurance
Department: BFSI, Investments & Trading
Employment Type: Full Time, Permanent
Role Category: Life Insurance
Education
UG: Any Graduate
PG: Any Postgraduate
