Relationship officer - Banca assurance - Karela Location

Skywings Advisors Private Limited

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.

Experience : 1 - 7 Years

No. of Openings : 10

Education : Any Bachelor Degree

Role : Relationship Officer

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India