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Executive Relationship Officer (ERO)

2.00 to 4.00 Years   Noida   24 Jul, 2023
The H R Friend
Job LocationNoida
EducationNot Mentioned
SalaryNot Disclosed
IndustryOthers
Functional AreaOthers
EmploymentTypeFull-time

Job Description

    Department: Sales Canara Ideal Profile: - Candidate from Insurance (Banca/BFSI, NBFC, Bank, Mutual Funds, Health Insurance, General, Credit Cards, Micro-finance) will be preferred. For SROs, EROs & SMs candidate should have a good working knowledge of Wealth Management JOB DESCRIPTION: Work closely & jointly with Banc assurance channel partner to ensure CHL achieves its business aspiration in line with the AOP Targets (New & Customer Retention) as stated in individual objective setting sheets. Support channel partner in delivering higher levels of productivity and facilitate the process of Submission to Issuance within mutually agreed timelines. Protect customer & CHL interests by ensuring processes/systems in-use; comply with regulatory & internal guidelines. Effectively manage channel partner expectations & improve the quality of Relationship Management to build a mutually benefiting model. Key responsibilities of the job holder are: Business Development | Execution Implementation of Sales & Customer Retention Strategies | Relationship Management. The said role requires the Job Holder to balance Customer Servicing activity along with Sales Acquisition, while ensuring the necessary growth as per AOP coupled with Highest Persistency. PRINCIPAL ACCOUNTABILITIES: KEY ACTIVITIES AND DECISION-MAKING AREAS: To Achieve business targets (New & Customer Retention) To Achieve desired Branch & LBS Activation targets. To Create a healthy Product Mix with traditional >50% To Create a healthy pool of lead generators across branches To ensure correct sales practices. TYPICAL TARGET AND MEASURES: Achieve new business premium as per AOP targets rolled out by Sales Planning and as per defined SFM Achieve given Product Mix target Achieve Customer Retention targets for the portfolio Achieve targets as prescribed for Branch/LBS activation of the bank Ensure timely PFR reporting and NIL PFR pending Ensure Customer Complaints <=1% of book Achieve defined metrics as per Sales Force Management process/guidelines CUSTOMERS/STAKEHOLDERS: Provide support to BM/LBS at the ground level. Make joint Field calls and motivate them to achieve targets. Provide support and training for timely Submission, Pendency, and Issuance management. Conceptualize and implement local business development initiatives for lead generation and focused sales. Provide key inputs on business health to Branch Heads and agree on tactical initiatives to increase lead generators & their contributionQuestionnaire you want to ask the candidates:Q.1. Have you experience in insurance or BFSI Industry Q.2. Have you join under 30 days (Negotiable Max 2 months)Q.3. Have you experience in Team Handling Role

Keyskills :
salesinsurance sales

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