Relationship Manager - CBG

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

JOB REQUIREMENTS

MINIMUM/SPECIFIC EXPERIENCE:  

· Graduate in any discipline

· Fresher’s are also eligible

· 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.

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

JOB REQUIREMENTS

MINIMUM/SPECIFIC EXPERIENCE:  

· Graduate in any discipline

· Fresher’s are also eligible

· 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.