Relationship Officer

Kavya Management Services

Job Profile:

Position is on the payrolls of Aditya Birla Sunlife Insurance.

Position will be mapped to the respective HDFC Branches per geography based business

requirements

Core responsibility is to generate insurance business through HDFC branch walk-in customers

and by closing out bound leads generated by the branch staff for the assigned branch

Providing support to branch profitability by selling ABSLI Insurance product through different

acquisition channels in the catchment area

Will be responsible for achieving monthly sales target assigned:

1. NOP Number of policies

2. FYP First Year premium

3. Staying ahead of competition in term of NOP & FYP due to Open Architecture

4. Persistency Recurring payments

5. Zero customer complaints - Manage customer complaints & resolve them within

specific TAT and ensure quality customer service is delivered

Consolidation of market share within Life Insurance in existing markets and generate

penetration in new markets

Build strong professional synergies with the Banking partner

Key Expectations:

Managing Bank customers requirements with the best available services and products

Demonstrate excellent knowledge of insurance and banking products

Communicate any product changes, process change or change in rules and regulations (internal /

IRDA) with the help of training modules to the banking partners

Manage the relationship with the banking partner across levels to deliver desired results

Support all sales and service aspects including sales calls, policy issuance and complaint

management

Desired profile of the candidate

(mandatory)

Attitude & Skill Set

Should be professionally presentable at all times

Should be high on communication

Should possess a strong ability to Influence internal & external customers

Should be able to develop strong professional relationships across levels of the partner bank

Should be willing to travel within the assigned geography as required

Desired profile of the

Experience : 1 - 5 Years

No. of Openings : 35

Education : B.A, B.Com, M.B.A/PGDM

Role : Relationship Officer

Industry Type : Banking / Financial Services / Stock Broking

Gender : [ Male / Female ]

Job Country : India