Relationship Manager Bancassurance

Job Description

Sale: Manage sale through bancassurance channel with multiple branches of banks assigned.Achieve pre-set business targets by initiating 3 calls /day from the designated branches.Meet Customers of the Bank for Lead generated for insurance cross-selling.Work jointing with the Branch Manager on Business Implementation plan.Meet customers within and outside the Branch as and when required to develop, agree and implement short term and long term plans to achieve sales targets.Obtain referrals and writing proposals for bank customers.Take responsibility of the Cluster/region/zone, fulfil leads of the area && prospecting new business from the assigned areas.Closing sale and following up on issuance, to maintain the desired persistency ratioRelationship Management:Managing relationship with the branch managers and employees of the Bank.Conduct various engagement activities for Bank Employees and Customers initiated centrally or local.Involvement in work site activities (putting up stalls and making presentations in corporate.Adhere to the customer touch-point engagement in order to service his portfolio.Login the forms at branch and ensure issuance.

Keyskills :
customer relationsinsurancesales