Relationship Manager -CBG (150277)
Relationship Manager -CBG (150277)
Posted on :
08-06-2025
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1 Vacancy
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Job Description
JOB DESCRIPTION
Job Code:
Job Title:Relationship AssociateSales (Bancassurance Sales AXIS)
Band:5
Reporting To:
CTC :
Department:Bancassurance
KEY RESPONSIBILITIES:
- Will be responsible for meeting sales target through Banks 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 banks customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branchs 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
- Freshers 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.
JOB DESCRIPTION
Job Code:
Job Title:Relationship AssociateSales (Bancassurance Sales AXIS)
Band:5
Reporting To:
CTC :
Department:Bancassurance
KEY RESPONSIBILITIES:
- Will be responsible for meeting sales target through Banks 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 banks customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branchs 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
- Freshers 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.
Required Experience:
Manager
Employment Type
Full Time
Key Skills
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