Job Description
Job Title: Relationship Officer (Bancassurance – Sales Jobs in Bank)
Department: Bancassurance / Banca Jobs
Reporting To: Cluster Manager
Location: Alwar Rajasthan
Job type: Fulltime job with MAX Life Insurance
KEY RESPONSIBILITIES:
• Will be responsible for meeting sales target through Bank nearby Alwar
• 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 local to Alwar 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 rain 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 assigned from Jaipur head office
MINIMUM / SPECIFIC EXPERIENCE:
• Graduate in any discipline
• 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.
• Local area knowledge of Alwar Rajasthan for customer meetings and document collections.
• Good communication skills and presentation skills.
• Local language reading and writing skills of Rajasthani Hindi and English
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💡 Quick Summary
Seeking a career-building opportunity? The Hiring Relationship Officer | Bancassurance position is now open for candidates interested in the Bank Jobs sector. This role in Alwar offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
