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Job openings for Relationship Officer in Puducherry Chennai Neyveli Cuddalore

Relationship Officer (1-7 Years)

Puducherry, Chennai, Cuddalore, , Dharmapuri, Erode, Perambalur, Salem, Tiruchirappalli, Neyveli, Panruti

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Post: - BDM - bancassurance
Key Accountabilities
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.
Know all the branch managers, relationship managers & employees of all assigned branches on a personal level
7. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.
8. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced

Experience	1 - 7 Years
Salary	3 Lac 75 Thousand To 4 Lac 25 Thousand P.A.
Industry	Sales & Marketing / Business Development / Telecaller
Qualification	Professional Degree
Key Skills	Life Insurance

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