Job Description
Role description
Position Title : Relationship Manager-Bancassurance IBL (BBG, SME Verticals)
Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches/business banking teams/SME teams across assigned locations.
Qualification : Graduate / PG
Experience : 0.- 4 years in Sales (Insurance / Financial Service Background)
CTC : up o 2.5 lacs
Reports To : Territory Manager/ Area Manager
Geographic Area Covered : Branches / Cluster
Internal Stakeholders : Training / Branch Operations / Distribution Operations
External : Channel Partner
Key Result Areas :
• Organization Process
• Key Contributions
Sales
• Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/Business Banking Teams/SME teams
• Working jointing with the Branch Manager/BBG Wealth Manager/SME Manager on Business Implementation plan
• Driving and motivating the branch/business banking staff along with RM and providing support for logging in applications sourced
• Tapping the right database of the branch and ensure authentic documentation
• Build relationship with the Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
• Prospect and meet customers within and outside the Branch as when required
• To develop, agree and implement short term and long term plans to achieve sales targets
• To achieve branch RM activation targets
• Work collectively with Sales / operations team and conduct joint sales calls as a team to achieve business nos.
• Seek commitment from the partner towards achievement of business objective
Relationship Management
• Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
• Provide all possible support to the channel partner as a face of parent company
• Effectively execute all
Position Title : Relationship Manager-Bancassurance IBL (BBG, SME Verticals)
Role Summary: Provide support in Sales of Life Insurance business through bank customers at bank branches/business banking teams/SME teams across assigned locations.
Qualification : Graduate / PG
Experience : 0.- 4 years in Sales (Insurance / Financial Service Background)
CTC : up o 2.5 lacs
Reports To : Territory Manager/ Area Manager
Geographic Area Covered : Branches / Cluster
Internal Stakeholders : Training / Branch Operations / Distribution Operations
External : Channel Partner
Key Result Areas :
• Organization Process
• Key Contributions
Sales
• Achieve pre-set business targets on ANP, case count, active branch, active sales staff and various KPIs for designated branches/Business Banking Teams/SME teams
• Working jointing with the Branch Manager/BBG Wealth Manager/SME Manager on Business Implementation plan
• Driving and motivating the branch/business banking staff along with RM and providing support for logging in applications sourced
• Tapping the right database of the branch and ensure authentic documentation
• Build relationship with the Sales/ operations team and ensure the business targets and Productivity targets of the allocated branches are met effectively
• Prospect and meet customers within and outside the Branch as when required
• To develop, agree and implement short term and long term plans to achieve sales targets
• To achieve branch RM activation targets
• Work collectively with Sales / operations team and conduct joint sales calls as a team to achieve business nos.
• Seek commitment from the partner towards achievement of business objective
Relationship Management
• Managing the relationship between internal team and channel partner so as to foster sales for the company and maintain utmost levels of responsiveness to requirements from the Channel Partner
• Provide all possible support to the channel partner as a face of parent company
• Effectively execute all
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Manager position is now open for candidates interested in the Bank Jobs sector. This role in Jaipur 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.
