Relationship Manager

JOB DESCRIPTION

Job Code:

Job Title:Relationship Associate Sales (telisales – Sales hdfc)

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 Telesales / Telemarketing job for candidates with 1 - 6 years of experience.