Designation - Relationship Associate- Bancassurance

Department - Bancassurance & Alliances

Key Responsibilities

- Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.

- Maintain cordial relationship across all ranks and files of the branch and resolve escalations with in TATs

- Support bank's sales force in terms of various activities like

Joint sales calls to generate leads

Update branch manager on accurate records of referrals received from all constituents of the branch

Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered

Service branch customers for any query

- Regular product training / refresher to the sales force of the branch

- Ensure activation of bank's sales force on a weekly, fortnightly, and monthly basis

- Drive productivity by right advising of health insurance solutions

- Measure penetration across relationship manager, client base / branch base

- Update MBHI lead management system

- Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition

- Create mindshare across branch leadership team

- Drive effectively the Reward and recognition programs launched for the bank

Minimum Qualification

- A graduate degree holder in any discipline

- Strong on Communication/Presentation Skills

- Fluent in Hindi and English both spoken and written.

- Ability to work under pressure in a fast paced environment

Minimum experience

- 1-2 Years of experience in Sales from any Industry, preferably BSFI Industry

- Has demonstrated capabilities of managing Affluent/HNI Customers in the previous roles directly/indirectly

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