Skywings Advisors Private Limited

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Relationship Manager Banca

Salem


Job description

Position: Relationship Manager (Banca Channel)

KEY RESPONSIBILITIES & ACCOUNTABILITIES OF THE ROLE:

- Establishing & strengthening relationship with Bank branch manager & staffs to gain leads

- Prospecting & meeting walk in customers of the Bank and conducting Quick Need Analysis

- Increasing bank's customer awareness about Life Insurance products and achieve the targeted penetration on cross sell within the branch's customer base.

- Creating awareness and motivate bank employees to recommend life insurance products to bank customers

- Delivering consistently on Goal Sheet parameters

- Ensure compliance to internal sales process & other defined sales & service standards

PERFORMANCE GOALS & INDICATORS FOR THE ROLE:

- New Business

- Number of Policies

- Renewal Premium (Persistency)

(above are the key parameters only, new indicators may be added time to time)

Knowledge & Skills:

- Educational Qualification : Graduation/ Post Graduation

- Experience : 1 - 5 years

- Knowledge Required: Knowledge about Life Insurance industry, preferably in Bancassurance sales in Public Sector Bank.

- Behavioral Competencies: Result Orientation, Relationship Management, Sales Capability & Problem Solving, Planning & Organizing.

- Skills Required : Effective Communication, Influencing & Negotiation skills.

Other Key Requirements for this Role:


- Candidate should know the local language apart from basic proficiency in English.

- Should be open to travel within the city & outstation.

- Should be able to source business independently.

- Candidates having own conveyance will be preferred.


RoleClient Servicing/Key Account Manager
Industry TypeInsurance
Functional AreaFinancial Services, Banking, Investments, Insurance
Employment TypeFull Time, Permanent
Role CategoryCorporate Banking
Education
UG :Any Graduate in Any Specialization
PG :Any Postgraduate in Any Specialization
Doctorate :Doctorate Not Required
Key Skills
BancaSales ProcessNeed AnalysisL

Experience 1 - 7 Years
Salary 1 Lac 25 Thousand To 2 Lac 50 Thousand P.A.
Industry Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification Other Bachelor Degree
Key Skills Agency Development Officer Relationship Manager Insurance Sales walk in


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