Job Description
Pune, Lonavala, Pimpri Chinchwad, Khandala
Work closely & jointly with Banc assurance channel partner to ensure CHOICe achieves its business aspiration in line with the AOP Targets (New & Customer Retention )as stated in individual objective setting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process of Submission –to- Issuance within mutually agreed timelines. Protect Customer & CHOICe interests by ensuring processes /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partner expectations & improve the quality of Relationship Management to build a mutually benefiting model. Key responsibilities of the job holder are: Business Development | Execution – Implementation of Sales & Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balance Customer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOP coupled with Highest Persistency.
Principal Accountabilities: Key activities and decision making areas Typical Targets and Measures
Impact on the Business
• To Achieve channel wise targets.(New & Customer Retention)
• To Achieve desired Branch & LBS Activation targets.
• To Create a healthy Product Mix with traditional >50%
• To Create a healthy pool of lead generators across branches. • Achieve new business premium as per AOP targets rolled out by SSBD and defined SFM
• Achieve Traditional Product Mix target
• Achieve Customer Retention targets for the portfolio.
• Achieve targets as prescribed for RM activation (HSBC) & Branch/LBS activation for Canara/OBC
• Ensure timely PIR reporting and NIL PIR pending
Customers / Stakeholders
• Provide support to BM/LBS at the ground level. Make joint Field calls and motivate them to achieve targets.
• Provide support and training for timely Submission, Pendency, and Issuance management.
• Conceptualize and implement local business development initiatives for lead generation and focuse
Experience
1 - 6 Years
Salary
2 Lac 50 Thousand To 3 Lac 25 Thousand P.A.
Industry
Sales & Marketing / Business Development / Telecaller
Qualification
Other Bachelor Degree
Key Skills
Relationship Executive Relationship officer
Work closely & jointly with Banc assurance channel partner to ensure CHOICe achieves its business aspiration in line with the AOP Targets (New & Customer Retention )as stated in individual objective setting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process of Submission –to- Issuance within mutually agreed timelines. Protect Customer & CHOICe interests by ensuring processes /systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partner expectations & improve the quality of Relationship Management to build a mutually benefiting model. Key responsibilities of the job holder are: Business Development | Execution – Implementation of Sales & Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balance Customer Servicing activity along with Sales Acquisition, while ensuring, the necessary growth as per AOP coupled with Highest Persistency.
Principal Accountabilities: Key activities and decision making areas Typical Targets and Measures
Impact on the Business
• To Achieve channel wise targets.(New & Customer Retention)
• To Achieve desired Branch & LBS Activation targets.
• To Create a healthy Product Mix with traditional >50%
• To Create a healthy pool of lead generators across branches. • Achieve new business premium as per AOP targets rolled out by SSBD and defined SFM
• Achieve Traditional Product Mix target
• Achieve Customer Retention targets for the portfolio.
• Achieve targets as prescribed for RM activation (HSBC) & Branch/LBS activation for Canara/OBC
• Ensure timely PIR reporting and NIL PIR pending
Customers / Stakeholders
• Provide support to BM/LBS at the ground level. Make joint Field calls and motivate them to achieve targets.
• Provide support and training for timely Submission, Pendency, and Issuance management.
• Conceptualize and implement local business development initiatives for lead generation and focuse
Experience
1 - 6 Years
Salary
2 Lac 50 Thousand To 3 Lac 25 Thousand P.A.
Industry
Sales & Marketing / Business Development / Telecaller
Qualification
Other Bachelor Degree
Key Skills
Relationship Executive Relationship officer
💡 Quick Summary
Seeking a career-building opportunity? The Relationship Officer|Bancassurance |1 | 6 Years position is now open for candidates interested in the MIS Executive sector. This role in Pune 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 MIS Executive is a plus.