Relationship Executive - Bancassurance

Key Account abilities 1. Sales : Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.2. Incentive programs : Cascade the incentive programs & ensure complete success in implementation of the same3. Sales completion process : Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document4. Cross Sell / Up-Sell : Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.5. Relationship Building : Build long term relationship with the bank staff & clients by responding appropriately to all bank / client queries either directly received or forwarded by the service company. 6. Customer Relationship Management : Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.7. After Sales Service : Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced8. Performance review : Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. 9. Supporting colleagues & bank sales team : Support other Relationship Managers and the bank sales team requested by the sal es manager by coaching them in company knowledge, accompanying them on client visits.

Experience

1 - 5 Years

No. of Openings

Education

Professional Degree, Post Graduate Diploma

Role

Relationship Executive

Industry Type

Insurance / Claims

Gender

Male / Female ]

Job Country

India

Type of Job

Full Time

Work Location Type

Work from Office