Job Description

Banca Channel Life Insurance
Designation: Relationship Officer
The Business Manager has the responsibility of driving sales and achieving the
sales target for the assigned bank branches
Target Achievement
Drive sales and achieve targets through the bank branches
Selling company s product
Sales Support
Support the CRO in his sales effort, in terms of generating benefit
illustrations, accompanying on client calls if required etc
Relationship Management
The Bank is the key customer of the Business Manager and he has to
engage an open and trusting relationship with the Branch
Managers/officers/staff
Engage the employees of the bank branches in regular discussions to
transfer knowledge about insurance, Company s product offerings and
understand their issues/ concerns about selling insurance (if any)
Ensure that all service requirements are met, medicals facilitated and
customers are satisfied.
Lead Generation
Spearhead all lead generation initiative from the bank whether through walk
in, data-mining, referrals and others.
KEY PERFORMANCE INDICATORS
QUALITATIVE

Skills Required