Job Description

Job description

Position: Relationship Manager (Banca Channel)

KEY RESPONSIBILITIES & ACCOUNTABILITIES OF THE ROLE:

- Establishing & strengthening relationship with Bank branch manager & staffs to gain leads

- Prospecting & meeting walk in customers of the Bank and conducting Quick Need Analysis

- Increasing bank's customer awareness about Life Insurance products and achieve the targeted penetration on cross sell within the branch's customer base.

- Creating awareness and motivate bank employees to recommend life insurance products to bank customers

- Delivering consistently on Goal Sheet parameters

- Ensure compliance to internal sales process & other defined sales & service standards

PERFORMANCE GOALS & INDICATORS FOR THE ROLE:

- New Business

- Number of Policies

- Renewal Premium (Persistency)

(above are the key parameters only, new indicators may be added time to time)

Knowledge & Skills:

- Educational Qualification : Graduation/ Post Graduation

- Experience : 1 - 5 years

- Knowledge Required: Knowledge about Life Insurance industry, preferably in Bancassurance sales in Public Sector Bank.

- Behavioral Competencies: Result Orientation, Relationship Management, Sales Capability & Problem Solving, Planning & Organizing.

- Skills Required : Effective Communication, Influencing & Negotiation skills.

Other Key Requirements for this Role:

- Candidate should know the local language apart from basic proficiency in English.

- Should be open to travel within the city & outstation.

- Should be able to source business independently.

- Candidates having own conveyance will be preferred.

RoleClient Servicing/Key Account Manager

Industry TypeInsurance

Functional AreaFinancial Services, Banking, Investments, Insurance

Employment TypeFull Time, Permanent

Role CategoryCorporate Banking

Education

UG :Any Graduate in Any Specialization

PG :Any Postgraduate in Any Specialization

Doctorate :Doctorate Not Required

Key Skills

BancaSales ProcessNeed AnalysisL

Experience : 1 - 7 Years

No. of Openings : 10

Education : Any Bachelor Degree

Role : Relationship Manager Banca

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India

About Skywings Advisors Private Limited

Skywings Advisors Private Limited is one of the leading companies based in New Delhi, Delhi operating in placement and recruitment industry. We are offering specialized services in all recruitment disciplines including Legal, Finance, IT, Sales & Marketing, Commercial, Health Care, automobile, Training & Education, Industrial & Warehouse & Construction, IT/Software, E-Commerce & Internet .rnrnWe strive to achieve the same level of understanding you have about your business. To Assuredjob.com that's paramount. But we also bring with us prodigious knowledge of recruitment practice and up to date assessment methods.
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