Relationship Manager – Bancassurance job in Ahmedabad

  • Full Time
  • Ahmedabad, Gujarat, India, 320008 View on Map
  • HDFC Bank
  • Salary: Rs18,000.00 - Rs20,000.00 / Monthly

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 : Any 6 + Month Experience in Sales  / Marketing

– 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:

– Age within 35years.

– 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.

Required skills