Job Description

Target Achievement
Drive sales and achieve targets through the bank branches
Sales Support
Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating
benefit illustrations, accompanying on client calls
Relationship Management
Bank is the key customer of the Relationship Officer, and he/she must 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.
Ensure that all service
Lead Generation
Spearhead all lead generation initiative from the bank whether through walk-in, data mining, referrals,
etc.
QUALITATIVE
Achieving sales targets
Activate & Penetrate branches for Insurance Sales
Arranging training programs for bank staff on products and selling skills
Increasing productivity of bank branch
QUANTITATIVE
Must be good in MS Excel
Information Processing
Monitoring TATS/ Quality of all processes
Market and Competition knowledge
Achievement of Monthly / Quarterly / Half Yearly and Annual Sales Target
Benefits-

• Max CTC 2.10 LPA
• Incentives

Hiring Criteria's * Fresher's candidates / Candidates with 1 year of experience can be considered.

Skills Required