Job Description
Job Profile: Position is on the payrolls of Aditya Birla Sunlife Insurance. Position will be mapped to the respective HDFC Branches per geography based businessrequirements Core responsibility is to generate insurance business through HDFC branch walk-in customersand by closing out bound leads generated by the branch staff for the assigned branch Providing support to branch profitability by selling ABSLI Insurance product through differentacquisition channels in the catchment area Will be responsible for achieving monthly sales target assigned:1. NOP Number of policies2. FYP First Year premium3. Staying ahead of competition in term of NOP & FYP due to Open Architecture4. Persistency Recurring payments5. Zero customer complaints - Manage customer complaints & resolve them withinspecific TAT and ensure quality customer service is delivered Consolidation of market share within Life Insurance in existing markets and generatepenetration in new markets Build strong professional synergies with the Banking partnerKey Expectations: Managing Bank customers requirements with the best available services and products Demonstrate excellent knowledge of insurance and banking products Communicate any product changes, process change or change in rules and regulations (internal /IRDA) with the help of training modules to the banking partners Manage the relationship with the banking partner across levels to deliver desired results Support all sales and service aspects including sales calls, policy issuance and complaintmanagementDesired profile of the candidate(mandatory)Attitude & Skill Set Should be professionally presentable at all times Should be high on communication Should possess a strong ability to Influence internal & external customers Should be able to develop strong professional relationships across levels of the partner bank Should be willing to travel within the assigned geography as requiredDesired profile of the Key Skills Direct Marketing Wealth Management Private Banking Finance Direct Sales Banking Sales Insurance Agent BFSI Relationship Officer Customer Relationship Client Relationship Industry Banking / Financial Services / Stock Broking Functional Area Financial Services / Banking, Investments / Insurance / stock market / Loan Qualification B.A, B.Com, M.B.A/PGDM About Kavya Management Services Kavya Management Services is a trustworthy name in the placement industry of India. The company was established by Ms. Mamata Kumari. She laid the foundation of this placement firm in the year 2016 in Greater Noida (Uttar Pradesh, India). Her dedication is the sole reason behind the well-being of this firm. All thanks to her guidance, our company has been growing with a great pace and now, we are counted amongst the leading placement consultancies in
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Officer position is now open for candidates interested in the Bank Jobs sector. This role in Indore 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.