Designation : Relationship Associate

Band: Assistant Manager

Accountabilities & Activities:

- 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

- 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

- 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 staff.

Qualifications, Training & Experience:

- A graduate degree holder in any discipline

- 3-4 Years of experience in Life Insurance/General Insurance (Bancassurance only)/Relationship Management/Investment & Wealth Advisory (Banks).

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

- Strong on Communication/Presentation Skills

- Fluent in Hindi and English both spoken and written.

- Ability to work under pressure in a fast paced environment

- Ready to travel extensively all over India.

- Good communication and influencing skills, able to communicate with team.

Competencies:

- Good in relationship management

- Analytical and decision Making skills

- Team Management

- Strong communication and presentation skills

- Customer and issues resolution focussed

- Relating and networking

- Persuading and influencing

- Analysing and investigation

This job opening was posted long time back. It may not be active. Nor was it removed by the recruiter. Please use your discretion.