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/ her self 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.
Regards,
Asma Shaikh
+02+0108+1
hr3@rightness.in
• 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/ her self 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.
Regards,
Asma Shaikh
+02+0108+1
hr3@rightness.in
💡 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 muumbai 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.
