Relationship Manager - CBG

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 RESPONSIBILITIES 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

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

Skills Required

Team Handling, Team Management, Sales Management, Life Insurance, Client Relationship Management, Marketing, Relationship Management, Sales, Lead Generation, Channel Sales, Rewards, Insurance, Business Development, Retail Sales, Corporate Sales