Relationship Officer - Banca Assurance- Ubi Bank

Skywings Advisors Private Limited

Company Details - Life Insurance Company Ltd.

Post:- Bancassurance

Salary:- to 3LPA

Key Accountabilities (List the expected end results or KPIs that the job holder is

expected to achieve for this job.)

1.      Sales: Accept leads generated from in-branch lead generators as well as warm

leads provided by the bank from the database as well as generate own leads. Make

appointments, explore the customers financial needs in life-related investment and

insurance needs areas, select appropriate product to meet these needs from the

companys product range, gain customer agreement to purchase, accurately complete

sales documentation.

 

2.      Incentive programs: Cascade the incentive programs & ensure complete success

in implementation of the same

 

3.      Sales completion process: Responsible for sales completion by facilitating

completion of medical reports & ensuring prompt issue of policy document

 

4.      New markets/segments: Explore opportunities to develop new markets/ segments

in line with company sales strategy from time to time

 

5.      Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities

to cross-sell & up-sell, Obtain referral to further prospects where appropriate.

 

6.      Relationship Building:

 

      Build long term relationship with the bank staff & clients by responding

appropriately to all bank/client queries either directly received or forwarded by the

service company.

 

      Know all the branch managers, relationship managers & employees of all assigned

branches on a personal level

 

7.      Customer Relationship Management: Arrange meetings of banks branch

managers & staff with existing clients at least once a year, acknowledging birthdays &

anniversaries to review their financial circumstances & life insurance needs as well as to

obtain referrals to further prospects.

 

8.      After Sales Service: Accept & follow up on  suggestions, request & complaints

received

• Experience1 - 7 Years
• No. of Openings10
• EducationAny Bachelor Degree
• RoleBanca Assurance
• Industry TypeBanking / Financial Services / Stock Broking
• GenderMale
• Job CountryIndia
• Job TypeWork from Office