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Required RELATIONSHIP MANAGERS (BANCA) for INSURANCE MAHARASHTRA, MP & GOA

2.00 to 7.00 Years   Pune   18 Apr, 2019
Confidential
Job LocationPune
EducationNot Mentioned
SalaryRs 2.0 - 3.5 Lakh/Yr
Industrynsurance
Functional AreaInvestment Banking / M&ASales / BD
EmploymentTypeFull-time

Job Description

NOTE:SEND UPDATED (MS WORD FORMAT ONLY) RESUME ONWhats App (70327 30029)for quick revertDESIGNATION: RA/RM/ARM/SRMMinimum Experience:

  • Qualification Graduation (is must)
  • Min 2 years of Experience in Insurance sales/Bank Sales with excellent communication skills
  • Age 30 years
JOB SUMMARY:Sales:
  • Accept leads generated from in-Bank 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 customers financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the companys product range, gain customer agreement to purchase, accurately complete sales documentation.
  • Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document
  • Explore opportunities to develop new markets/ segments in line with company sales strategy from time to time
  • 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
  • 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.
After Sales Service:
  • 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.
Training & 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 behavior.
PREFERRED SKILL SET:
  • Proficiency in MIS
  • Analytical & decision-making skills
  • Demonstrate self-discipline & good time management.
  • Consistently complete work on time & within budget without compromising on quality
  • Confident, professional, positive & realistic attitude
  • Maintain a habit of continuous learning & take responsibility for the development of ones own skills, including
  • Technical, business, and interpersonal, written and informal verbal communication
Kindly share updated resume on mentionedmail ID (OR) Whats App: cloverindia.hr@gmail.com / 70327 30029NOTE:SEND UPDATED RESUME (STRICTLY IN MS WORD FORMAT)DIRECTLY ON MAIL IDorWHATS APPThanks & Regardscloverindiahr.com (Clover India HR)Twitter.com/CloverindiaHFacebook.com/cloverindiaHRInstagram.com/cloverindiahrVimeo:Clover India HRhttps://www.youtube.com/channel/UCqZsrys0A9brNyOd0_HoAvgPROFESSIONAL RESUME WRITING SERVICES,INQUIRIES:resumewriting@cloverindiahr.com/ (Whats App-70327 30029)

Keyskills :
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