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

KEY 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

Skills Required

Lead Generation, bank relationship management, Customer Acquisition, insurance training