Canara HSBC Life Insurance
Des : Relationship Officer
Ctc:3.5 lpa
A banca channel job involves selling insurance products, specifically life insurance, through a bank's existing customer base and infrastructure. This role focuses on building relationships with bank staff, training them on insurance products, and driving sales to meet targets. It requires strong sales and communication skills, as well as the ability to work effectively with bank partners and their customers.
Key Responsibilities:
Relationship Management:
Developing and maintaining strong relationships with bank branch managers and other relevant staff.
Sales Generation:
Driving sales of insurance products (life, health, etc.) through the bank's customer base.
Product Training:
Educating bank staff about the features, benefits, and sales processes of insurance products.
Sales Support:
Assisting bank staff with customer interactions, providing necessary information and documentation.
Target Achievement:
Meeting or exceeding sales targets for various insurance products.
Compliance:
Ensuring all sales activities adhere to banking regulations and company policies.
Lead Generation:
Identifying and qualifying potential customers within the bank's customer base.
Market Research:
Understanding the competitive landscape and identifying opportunities for growth.
Reporting:
Providing regular updates to senior management on sales performance and market trends.
Cross-selling and Up-selling:
Identifying opportunities to offer additional insurance products to existing customers.