Relationship Manager - CBG
Date: Nov 21, 2024
Location: New Delhi, DL, IN
Company: maxlifeins
KEY RESPONSIBILITIES:
MEASURES OF SUCCESS:
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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:
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- Achieving Business Target milestones – AFYP / Blended premium, and no. of cases.
- Relationship with Bank Branch Manager
- Effective Lead generation and meet value / number targets