Relationship Associate - Bharat Banking

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.