Assistant Relationship Manager - Male/Female

at  in  Indore, India | Posted on 22 July, 2015
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Job Description


Company : Life Insurance ( Banc assurance co.)

Salary  : Best As per company norms & Candidate last performance

Job Description :

Position Title : Relationship Manager/Sales Manager

Department : Bancassurance

Sub-Department : Sales

Location(s) : Branches

Position Reports To : Regional Manager

  • To sell insurance products through the assigned bank branches by building long term relationship with the bank & providing complete after sales services to clients
    Key Accountabilities (List the expected end results or KPIs that the job holder is expected to achieve for this job.)
  •  Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customer’s financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company’s product range, gain customer agreement to purchase, accurately complete sales documentation.
  •  Cascade the incentive programs & ensure complete success in implementation of the same
  • Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
  •  New markets/segments: Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time
  • Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.
  • Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company.
  •  Know all the branch managers, relationship managers & employees of all assigned branches on a personal level
  • Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.
  • Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced
  • Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance. Use these forums to discuss issues of business development.
  • Participate in relevant training arranged by the company, take initiative to keep abreast of developments in products & services, company policies, procedures, sales process & organization. Keep up to date with market developments by reading newspapers, journals & through personal contacts.
  • Deliver the snap modules at bank branch level as formulated by the training team.
  • Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team where requested by the sales manager by coaching them in company knowledge, products, services & selling skills, accompanying them on client visits & modelling relevant behaviour.

Requirements :

  • Any Graduation
  • Sales,marketing,business developement
  • 6 months or 1 year experience

Not disclosed


HR / Recruitment


Not mentioned

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