Relationship Officer jobs in Alappuzha - Skywings Advisors Private Limited

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  • Job View 214 Views
  • Applicants Less than 5 Applicants
  • 2021-09-13

Job Description

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.

Key Skills

Industry

Banking / Financial Services / Stock Broking

Functional Area

Financial Services / Banking, Investments / Insurance / stock market / Loan

Number of Vacancy

10

Qualification

Any Bachelor Degree


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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