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Relationship Associate
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Relationship Associate6
Applications
6
Applications
About the Job
Skills
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/ her self 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.
About the company
Industry
All
Company Size
11-50 Employees
Headquarter
Mumbai
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