Banking Officer Job Vacancies in Tiruchirappalli

Recruit Agents / Advisors Develop agents through coaching, training, team management support etc Drive agents and advisors team size, activity ratio, case rate per active agent and case size to achieve the premium targets

Banking Officer

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as requiredRESPONSIBILITIES & DUTIES- Develop various sources of agent hiring & build a team of agent & agent pipe line- Conduct activity to enhance existing agent footfall to generate fresh referral for new agent hiring- Development of agent prospecting habits, calling habits and work habits- Work with agent on planning and reviewing of activities and goals- Identify the training needs of the agent and work with Trainers to improve the same- Meet Business Targets- Improve agent productivity & retention- Maintain the quality vectors of business including persistency and surrender

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channels.Cross-sells bank products to the existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction

We are ideally looking for candidates with a minimum of 6 months experience in home loan/ Insurance background, who are wanting to make a career in the Home Loan/ insurance industry.2. Two Wheeler is mandatory.3. Education Background - Graduation / Post Graduation Only.

Roles and Responsibility:1.Generate and follow up on leads, schedule appointments, identify client needs, and market appropriate products.2.Close the sale with current prospective customers.3.Meet new business production goals and objectives.4.Provide customer support in a friendly, prompt, and accurate manner.5.Network and build business referral relationships.6.Input quotes and policy renewals for customers.7.Coordinate with lenders and mortgage companies.8.Assist clients with the claims process.

1 Have to explain the details about different loans to clients.2 Have to convince the clients to buy the loans.3 Have to finish the target on time.

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channels.Cross-sells bank products to the existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction

* Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.* Sources new bank customers through external individual efforts and acquisition channels.* Cross-sells bank products to the existing set of Branch customers which are mapped.* Informs customers of new products or product enhancements to further expand the banking relationship.* Plans and conducts special sales initiatives and events for prospective and existing clients.* Coordinates with other group companies to provide seamless access to other products.* Maintains complete relationship records for assigned customer accounts.* Tracks customer complaints/queries and turnaround times for customer satisfaction

Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing customers.Sources new bank customers through external individual efforts and acquisition channels.Cross-sells bank products to the existing set of Branch customers which are mapped.Informs customers of new products or product enhancements to further expand the banking relationship.Plans and conducts special sales initiatives and events for prospective and existing clients.Coordinates with other group companies to provide seamless access to other products.Maintains complete relationship records for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction