Job ID 242168
Job Title: Relationship Officer (Bancassurance – Sales Jobs in Bank)
Department: Bancassurance / Banca Jobs
Reporting To: Cluster Manager
Location: Shahade Maharashtra
Job type: Fulltime job with MAX Life Insurance
- Will be responsible for meeting sales target through Bank nearby Shahade
- Will be responsible for maintaining relationships with all constituents in the Bank Branch
- Keeping accurate record of referrals received form all constituents in the bank branch.
- Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
- Shall approach him/herself at least 5 new customers in the bank branch local to Shahade each day.
- Increasing bank’s customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch’s customer base.
- Drive effectively the Reward and recognition programs launched for the bank staff.
- Shall rain the bank staff regularly on concepts in life insurance and new product introductions.
MEASURES OF SUCCESS:
- Achieving Business Target milestones AFYP / Blended premium, and no. of cases.
- Relationship with Bank Branch Manager
- Effective Lead generation and meet value / number targets assigned from Mumbai head office
MINIMUM / SPECIFIC EXPERIENCE:
- Graduate in any discipline
- 1 to 2 yrs of overall exp. in sales with a minimum of 6 months work experience in the fields of Banca, Life insurance sales management, Retail bank distribution, and Channel Management and/or DSA relationship.
- Local area knowledge of Shahade Maharashtra for customer meetings and document collections.
- Good communication skills and presentation skills.
- Local language reading and writing skills of Marathi Hindi and English
Tags: jobs nearby me in Shahade, insurance jobs hiring in Shahade, Banca Jobs, job vacancy in Shahade, bancassurance jobs, Branch Banking, job vacancy nearby in Shahade, Sales Jobs in Banks, Bank Sales Jobs, CASA jobs in Shahade, BFSI Recruitment, Full-time job nearby Shahade, Relationship Officer, Jobs near me.
Not right fit, Looking for something else ? Click here for more Life Insurance jobs in Shahade Maharashtra
Also, do not forget to share this requirement to your friends/business network, Share the opportunities in Maharashtra !!!