Relationship Associate - Bharat Banking

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Date: Nov 14, 2024

Location: Solapur, MH, IN

Company: maxlifeins

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

 

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