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Relationship officer(Life insurance -banca channel)

ConfidentialPalakkad

8 days ago

Job description

Job Title : RO / SRO / ERO / SM

Department

Sales – Canara Retail

Location : Pan India

Career level

7 / 8

Date Posted : Position Type :

Full-Time

HR Contact : About Us :

Established in 2008, Canara HSBC Life Insurance Company Limited is a joint venture promoted by Canara Bank (51 per cent) and HSBC Insurance (Asia Pacific) Holdings Limited (26 per cent). Punjab National Bank is also a shareholder of the Company, holding 23 per cent as an investor. One of the major bancassurance conglomerate with its head office at Gurugram, Haryana and more than 100 branch offices pan India, brings together the trust and market knowledge of public and private banks. For more than 15 years now, the Company sells and services customers though multi-channels and well diversified network of Canara Bank and HSBC, located in Tier 1, 2 and 3 cities of the country.

Requirements

1) Designation - Relationship Officer / Senior Relationship Officer / Executive Relationship Officer

2) Salary Range - 2.5 to 3.99Lacs + Incentives (Exceptional CTC will be Given Profile fitment and as per locations. Employee can also participate in various flagship R and R schemes like CEO club, CDO club.

3) In addition to CTC, mobile and local conveyance will be given to the candidate.

4) Ideal Profile : - Candidate from Insurance (Banca / BFSI, NBFC, Bank, Mutual Funds, Health Insurance, General, Credit Cards, Micro-finance) will be preferred.

5) Experience – 0 year and above(RO). For SRO and above- 2 years and above

6) Age Limit - Up to 35

7) Minimum Education – Graduate

8) Candidate should have all employment docs & education docs.

9) Candidate should come along with their incentive earned, promotion taken, etc. proofs of current / previous organization.

10) Group Term Insurance coverage over and above, mediclaim coverage for self and immediate family (spouse & upto 2 kids) without any premium charged from employee.

11) Opportunity to travel to premium locations within / outside the country through various contest.

12) Attractive career growth opportunity within the company through Career Progression Policy(within 6 / 12 months)

13) We are ISO & Great place to work certified organisation with high quality standards.

14) We are employee friendly organisation with open door policy that believes in diversity and inclusion.

15) Care for Mom – Exclusive child care benefits for new mothers.

All policies are subject to change from time to time. Company reserves the rights to withdraw any benefits given to from time to time

Note :

Candidates with stability in CV are preferred choice for selection.

Please note candidate should clearly mentioned sourcing vendor name on top of their C.V and confirm position and channel applied without these details source will not be considered.

Also be noted that Hiring Partners should send position wise tracker along with CV's with hiring managers daily by end of the day & One consolidated tracker with C.V's to H.R SPOCs

One day in advance hiring partner should send tracker of confirmed walk-in expected candidates' details.

CTC Revised Range-As per City & Profile-Valid for Limited Time (One Time Exception) Exception Case Max Hike would be 25 %

Job Description :

Work closely & jointly with Banc assurance channel partner to ensure CHL achieves its business aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objective setting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process of Submission to Issuance within mutually agreed timelines. Protect customer & CHL interests by ensuring processes / systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partner expectations & improve the quality of Relationship Management to build a mutually benefiting model. Key responsibilities of the job holder are : Business Development | Execution – Implementation of Sales & Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balance Customer Servicing activity along with Sales Acquisition, while ensuring the necessary growth as per AOP coupled with Highest Persistency.

Principal Accountabilities : Key activities and Decision-Making areas :

To Achieve channel wise targets (New & Customer Retention)

To Achieve desired Branch & LBS Activation targets.

To Create a healthy Product Mix with traditional >

50%

To Create a healthy pool of lead generators across branches

Typical Target and Measures :

Achieve new business premium as per AOP targets rolled out by SSBD and defined SFM

Achieve Traditional Product Mix target

Achieve Customer Retention targets for the portfolio

Achieve targets as prescribed for Branch / LBS activation for bank

Ensure timely PFR reporting and NIL PIR pending

Ensure Customer Complaints

Achieve defined metrics as per Sales Force Management process / guidelines

Customers / Stakeholders :

Provide support to BM / LBS at the ground level. Make joint Field calls and motivate them to achieve targets.

Provide support and training for timely Submission, Pendency, and Issuance management.

Conceptualize and implement local business development initiatives for lead generation and focused sales.

Provide key inputs on business health to Branch Heads and agree on tactical initiatives to increase lead generators & their contribution

Qualifications and Education Requirements : Graduate

CTC

As discussed

Education

Bachelor of Applied Science (BAS), Bachelor Of Pharmacy (B.Pharm), Bachelors of Law (B.L / L.L.B), Bachelor of Commerce (B.Com), Bachelor Of Computer Application (B.C.A), Bachelor of Ayurvedic Medicine and Surgery (BAMS), Bachelor of Social Work (B.S.W), Bachelor of Dental Surgery (B.D.S), Bachelor of Arts (B.A), Bachelor of Architecture (B.Arch), Bachelor of Music, Bachelor of Interdisciplinary Studies, Bachelor of Health Science, Bachelor of Science (B.Sc), Bachelor of Education (B.Ed), Bachelor of Music Education (B.M.E.), Bachelor Of Technology (B.Tech / B.E), Bachelor in General Studies (BGS), Bachelor in Hotel Management (B.H.M), Bachelor of Liberal Arts (BLA / ALB), Bachelor of Business Administration (B.B.A), MBBS, Bachelor of Homeopathic Medicine and Surgery (BHMS)

Skills Required

Fresher, Life Insurance Sales, BFSI Sales, Any Sales

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Relationship Channel • Palakkad