Relationship Manager BANCA

Job Description

Timely attend to the service appointments given Quality Business to be sourced Persistency to be maintained as per the businessUpdate status of appointments accurately and timely in systemWork with customer in long term as their relationship managerSupport SP in performing need analysis and conversion of salesDelivering consistently on Goal Sheet parametersAdhering to PNB MetLife policies and providing need based selling support.Acting as a team player and reporting the number of applications logged in for the business everyday to the reporting manager without failEnsure high level of Persistency & Customer Service to the customersStrong communication and interpersonal skills. Basic understanding of insurance products and the financial services industry. Ability to build and maintain relationships with bank staff and customers. Knowledge of MS Office applications (Word, Excel, PowerPoint).Key Responsibilities:Sales Support: Assist in achieving sales targets by supporting the bancassurance channel. Consistently Identify potential sales opportunities and provide necessary follow-up.1. Relationship Building: Build and maintain strong relationships with bank staff to facilitate bancassurance operations. Act as the point of contact for bank partners and customers.2. Customer Service: Ensure a high level of customer satisfaction by addressing queries and providing timely support. Assist in resolving any issues or concerns raised by bank staff or customers.3. Compliance and Reporting: Ensure adherence to company policies and regulatory requirements. Prepare and submit regular reports on sales performance and other relevant metrics. You will be responsible for multiple locations.

Keyskills :
bancassurancebancassurance salescorporate saleslife insurance