Relationship officer - Banca

Target Achievement

Drive sales and achieve targets through the bank branches

Sales Support

Support the Customer Relationship Officer in the branch for his / her sales effort, in terms of generating

benefit illustrations, accompanying on client calls

Relationship Management

Bank is the key customer of the Relationship Officer, and he / she must engage an open and trusting

relationship with the Branch Managers / officers / staff.

Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance.

Ensure that all service

Lead Generation

Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals,

etc.

QUALITATIVE

Achieving sales targets

Activate & Penetrate branches for Insurance Sales

Arranging training programs for bank staff on products and selling skills

Increasing productivity of bank branch

QUANTITATIVE

Must be good in MS Excel

Information Processing

Monitoring TATS / Quality of all processes

Market and Competition knowledge

Achievement of Monthly / Quarterly / Half Yearly and Annual Sales Target

Benefits-

• Max CTC 2.10 LPA
• Incentives

Hiring Criteria's