Relationship Manager

JOB DESCRIPTION

Job Code: Job Title:Relationship Associate Sales (Bancassurance – Sales AXIS) Band: 5 Reporting To: Senior Area Manager- Bancassurance CTC : 350000 Department: Bancassurance

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.

• It is a Full Time Field Sales job for candidates with 1 - 2 years of experience.