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| Job Location | Thane |
| Education | Not Mentioned |
| Salary | Rs 1.0 - 4.0 Lakh/Yr |
| Industry | anking / Financial Services |
| Functional Area | Pre-SalesSales / BD |
| EmploymentType | Full-time |
Job Title: Relationship Manager- Future Generali,Sales-Manage sale through direct sales 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 when required to develop, agree and implement short term and long term plans to achieve sales targets.Obtaining referrals and writing proposals for bank customers.Taking responsibility of the Cluster/region/zone, fulfilling leads of the area & prospecting new business from the assigned areas.Closing sale and following up on issuance. To maintain the desired persistency ratioRelationship Manager-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 incorporate.Adhere to the customer touch-point engagement in order to service his portfolio.Login the forms at FGLI branch and ensure issuance.MEASURES OF SUCCESS:Business Target milestones - AEP and no. of cases as per the agreement with the bank and branch target.Conversion ratioBusiness Leakage 13th Month persistencyMINIMUM/SPECIFIC EXPERIENCE:Graduate in any discipline0-2 yrs exp. in sales with a minimum of 6 months experience in Life insurance sales management, Retail bank distribution, Co-operative bank and Channel Management and/or DSA relationship.Good communication skills English & regional language (mandatory)Age group: 21-24 yearsKnowledge of local language necessary Own conveyance preferredExperience Range:1 - 15 years educational Qualifications: Any graduation, Any PG Any Doctorate Job Responsibilities: Sales-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 when required to develop, agree and implement short term and long term plans to achieve sales targets.Obtaining referrals and writing proposals for bank customers.Taking responsibility of the Cluster/region/zone, fulfilling leads of the area & prospecting new business from the assigned areas.Closing sale and following up on issuance. To maintain the desired persistency ratio
Keyskills :
managementsalesmarketingrancemanagerteamhandlingprofiledevelopmentrelationshipportfoliomanagerbusinesssalesadvisorwealthmanager