Job ID 242208
Job Title: Relationship Officer (Bancassurance – Sales Jobs in Bank)
Department: Bancassurance / Banca Jobs
Reporting To: Cluster Manager
Location: Sundli Jubbal Himachal Pradesh
Job type: Fulltime job with MAX Life Insurance
- Will be responsible for meeting sales target through Bank nearby Sundli Jubbal
- 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 Sundli Jubbal 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 Shimla 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 Sundli Jubbal Himachal Pradesh for customer meetings and document collections.
- Good communication skills and presentation skills.
- Local language reading and writing skills of Hindi and English
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