Bank Relationship Officer

Role & responsibilities

• Identify & conduct daily sales calls for financial planning sessions with clients
• Acquire customers and generate the targeted amount of premium
• Deliver Complete Product Information to Customers
• Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity
• Cross sell and upsell products to existing customers & build portfolios
• Manage the relationship with customers to ensure persistency & renewals
• Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture
• Ensure the delivery of all S&D and financial KPI defined for the role
• Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company

Preferred candidate profile

Skills Required

Banca, BFSI Sales, Life Insurance