Relationship Associate

Year    Pune, Maharashtra, India

Job Description


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.
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.

Max Life Insurance

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Job Detail

  • Job Id
    JD3230734
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Pune, Maharashtra, India
  • Education
    Not mentioned
  • Experience
    Year