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Relationship Manager - Banca

1.00 to 6.00 Years   Vadodara   31 Dec, 2023
Skywings Advisors Private Limited
Job LocationVadodara
EducationNot Mentioned
SalaryRs 1.0 - 4.0 Lakh/Yr
IndustryInsurance
Functional AreaSales / BD
EmploymentTypeFull-time

Job Description

    Dear Candidate,
    • We are hiring Corporate Agency Manager for Banca Channel.
    • Graduation is must.
    • Sales: Accept leads generated from in-branch lead generators as well as warmleads provided by the bank from the database as well as generate own leads. Makeappointments, explore the customers financial needs in life-related investment andinsurance needs areas, select appropriate product to meet these needs from thecompanys product range, gain customer agreement to purchase, accurately completesales documentation.2. Incentive programs: Cascade the incentive programs & ensure complete successin implementation of the same3. Sales completion process: Responsible for sales completion by facilitatingcompletion of medical reports & ensuring prompt issue of policy document4. New markets/segments: Explore opportunities to develop new markets/ segmentsin line with company sales strategy from time to time5. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunitiesto cross-sell & up-sell, Obtain referral to further prospects where appropriate.6. Relationship Building:Build long term relationship with the bank staff & clients by respondingappropriately to all bank/client queries either directly received or forwarded by theservice company.Know all the branch managers, relationship managers & employees of all assignedbranches on a personal level7. Customer Relationship Management: Arrange meetings of banks branchmanagers & staff with existing clients at least once a year, acknowledging birthdays &anniversaries to review their financial circumstances & life insurance needs as well as toobtain referrals to further prospects.8. After Sales Service: Accept & follow up on suggestions, request & complaintsreceived from clients, ensure claim requests are serviced9. Performance review: Proactively ensure performance review by submitting varioussales reports as per agreed frequencies in order to ensure performance targets areachieved & exceeded, ensure meetings with manager to agree on targets & to reviewperformance. Use these forums to discuss issues of business development.
    • Interested candidate can share cv at hidden_email
    • hidden_mobile

Keyskills :
life insurancecross sellinginsurance salesfield sales

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