Relationship Officer

Canara Hsbc Life Insurance
Des : Relationship Officer

Ctc : 3-4 lpa

Responsiblities:

Work closely & jointly with Banc assurance channel partner to ensure CHL achieves its business aspiration in line with the AOP Targets (New &

Customer Retention) as stated in individual objective setting sheets. Support channel partner in delivering higher levels of productivity and

facilitate the process of Submission to Issuance within mutually agreed timelines. Protect customer & CHL interests by ensuring

processes/systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partner expectations & improve the

quality of Relationship Management to build a mutually benefiting model. Key responsibilities of the job holder are: Business Development |

Execution – Implementation of Sales & Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to

balance Customer Servicing activity along with Sales Acquisition, while ensuring the necessary growth as per AOP coupled with Highest

Persistency.

PRINCIPAL ACCOUNTABILITIES: KEY ACTIVITIES AND DECISION-MAKING AREAS:

2

• To Achieve channel wise targets (New & Customer Retention)

• To Achieve desired Branch & LBS Activation targets.

• To Create a healthy Product Mix with traditional >50%

• To Create a healthy pool of lead generators across branches

TYPICAL TARGET AND MEASURES:

• Achieve new business premium as per AOP targets rolled out by SSBD and defined SFM

• Achieve Traditional Product Mix target

• Achieve Customer Retention targets for the portfolio

• Achieve targets as prescribed for Branch/LBS activation for bank

• Ensure timely PFR reporting and NIL PIR pending

• Ensure Customer Complaints <=1% of book

• Achieve defined metrics as per Sales Force Management process/guidelines

CUSTOMERS/STAKEHOLDERS:

• Provide support to BM/LBS at the ground level. Make joint Field calls and motivate them to achieve targets.

• Provide support and training for timely Submission, Pendency, and Issuance management.

• Conceptualize and implement local business development initiatives for lead generation and focused sales.

• Provide key inputs on business health to Branch Heads and agree on tactical initiatives to increase lead generators & their contribution

• It is a Full Time Field Sales job for candidates with 0 - 6 months of experience.

More about this Relationship Officer job

1. What is the eligibility criteria to apply for this Relationship Officer job?
   Ans: The candidate should be Graduate and above and above with 0 - 6 months of experience of experience
2. How much salary can I expect for this job role?
   Ans: You can expect a salary of ₹20000 - ₹27000 per month that depends on your interview. It's a Full Time job in Bangalore.
3. How many working days are there for this Relationship Officer job?
   Ans: This Relationship Officer job will have 6 working days.
4. Are there any charges applicable while applying or joining this Relationship Officer job?
   Ans: No, there is no fee applicable for applying this Relationship Officer job and during the employment with the company, i.e., LINEUP MANPOWER SOLUTIONS PRIVATE LIMITED.
5. Is it a work from home job?
   Ans: No, it’s not a work from home job and can't be done online.
6. How many openings are there for this Relationship Officer role?
   Ans: There is an immediate opening of 10 Relationship Officer at LINEUP MANPOWER SOLUTIONS PRIVATE LIMITED
7. Who can apply for this job?
   Ans: Both Male and Female candidates can apply for this Field Sales job.
8. What are the timings of this Relationship Officer job?
   Ans: This Relationship Officer job has 09:00 AM - 06:00 PM timing.