Job Description
Job Title: Relationship Officer (Bancassurance – Sales Jobs in Bank)
Department: Bancassurance / Banca
Reporting To: Cluster Manager
Location: Dankuni West Bengal
Job type: Full-time job with MAX Life Insurance
Key responsibility as a Banca in Dankuni:
• You will be responsible for meeting sales target through bank.
• 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 approach him/herself at least 5 new customers in the bank branch local to Dankuni each day.
• Increasing Axis 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.
Specific needs to apply Max Life Jobs in Dankuni:
• Graduate with degree certificate and mark sheets
• 1 to 2 years o of overall experince in sales with a minimum of 6 months work experience in the fields of Banca
• Local area knowledge of Dankuni West Bengal for customer meetings and document collections.
• Good communication skills and presentation skills.
• Local language reading and writing skills of Bengali Hindi and English
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 Kolkata head office
Tags: Bank Sales Job in Dankuni, Banca Jobs in Dankuni, bancassurance job vacancies in Dankuni, Relationship Manager Jobs in Dankuni, axis bank jobs in Dankuni, Banca Job in Axis Bank in Dankuni, Max Life Banca Job in Dankuni.
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💡 Quick Summary
Seeking a career-building opportunity? The Relationship Officer | Bancassurance position is now open for candidates interested in the Bank Jobs sector. This role in Dankuni 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.
