Job Details
- Branch Banking- Branch Relationship Officer JD
Job Description / Responsibilities Job Profile:
Employees are ON ROLLS/
Employee will be mapped to the respective Branches basis on the geography assigned
Prime Responsibility to generate insurance Business through Branch walk-in customers and leads generated by the Branch staff
They will be required to generate business only for the assigned branch in the assigned geography through New or Old customers.
Providing support to branch profitability by selling Insurance product through different acquisition channels in the catchment area.
Will be responsible for achieving monthly sales target assigned:
NOPFYPPersistency0 Customer complaint
Responsible for customer complains & need to be resolved in the specific TAT & Ensure quality customer service is delivered
Penetration of LI to existing and new customers.
Employee has to build the smooth-professional relationship with the respective Branch Manager & with the Branch employees.
In the open Architecture Scenario its very essential to built the strong relationship with the Banca partners
Key Expectations:
To Handle Bank customers requirements with the best services and products ranges
To make our self equipped with insurance and Bank Products knowledge
To manage the relationship at all the levels to have the desire out-puts.
Communicating any product changes, process change or change in any rules and regulations (internal / IRDA) with the help of different training module to Banca Partners
Supporting in the actual sales and service aspects including sales calls, issuance and complaint handling
Desired profile of the candidate Attitude & Skill Set
Self PresentationHigh on Communication & Articulation.Ability to Convince and Influence
Relationship Management at all level employees of the Bank
Excellent customer handling Skill.Goal orientation -ResilienceSpecification
Should be willing to travel within city/Outside Location if require
Local language MustShould be LocalityTwo-wheeler is Must to haveShould Know the Geography Well