Senior Relationship Officer

Skywings Advisors Private Limited

JOB DESCRIPTION:

Work closely & jointly with Bancassurance channel partner to ensure CHL 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 & CHL 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.

Key activities:

To Achieve business 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

To ensure correct sales practices.

Ideal Profile: - Candidate from Insurance (Banca/BFSI, NBFC, Bank, Mutual Funds, Health Insurance, General, Credit Cards, Micro-

finance) will be preferred.

*Age Limit - Up to 35

* Minimum Education - Graduate

*Candidate should have all employment docs & education docs.

Experience : 2 - 6 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