Relationship Manager – Bancassurance job in Ahmedabad
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.