Relationship Officer

Canara HSBC LIFe Insurnace Company

Des : Relationship Officer

CTC: upto 4 lpa

Location : bangalore

Job Description:

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:

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

•         To Achieve desired Branch & LBS Activation targets.

•         To Create a healthy Product Mix with traditiona    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

•         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 6 months - 1 years of experience.