Relationship Manager - CBG
Relationship Manager - CBG
Posted on :
04-08-2025
Employer Active
1 Vacancy
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Job Description
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 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 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 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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