Customer Relationship Manager-Banca
Published date: 2026/11/07
- Location: Bengaluru, Karnataka, India
Role Description:Customer Relationship Manager-Banca
Responsibilities:
• Lead provides by company side by chance not provide then Generate lead and sell product
• Call to customers and meeting set-up with customer
• Achieve the set business targets on ANP and case count
• Acquire New Customer through the following:
Leads
Natural market
References
Orphan base
• Fix meetings with the prospects to conduct need analysis and explain products
• Implement and adhere to the Need-Based Selling Model.
• Upsell & Cross-Sell the Orphan Base of Customers allocated.
• Ensuring timely issuance of policies by resolving pending etc.
• Render prompt post-sales service to all allocated customers with respect to all domains
• Adhere to the customer touch-point engagement in order to service his portfolio of customers.
• Maintaining the desired persistency ratio
• Strategize and interact closely with the supervisor on delivering on Business nos.
Qualifications:
• Intuitive to customers’ needs
• Strong communication and interpersonal skills and the ability to build and maintain relationships
• A background in customer service or sales is a plus
• Must understand customer relationship management (CRM)
• Strategic thinker and ability to analyze and solve problems quickly
• Ability to work well with others and lead a team
• Attentive to detail and organized
• Must be self-motivated, flexible and able to manage several jobs at one time
• Must be ready for field work
Responsibilities:
• Lead provides by company side by chance not provide then Generate lead and sell product
• Call to customers and meeting set-up with customer
• Achieve the set business targets on ANP and case count
• Acquire New Customer through the following:
Leads
Natural market
References
Orphan base
• Fix meetings with the prospects to conduct need analysis and explain products
• Implement and adhere to the Need-Based Selling Model.
• Upsell & Cross-Sell the Orphan Base of Customers allocated.
• Ensuring timely issuance of policies by resolving pending etc.
• Render prompt post-sales service to all allocated customers with respect to all domains
• Adhere to the customer touch-point engagement in order to service his portfolio of customers.
• Maintaining the desired persistency ratio
• Strategize and interact closely with the supervisor on delivering on Business nos.
Qualifications:
• Intuitive to customers’ needs
• Strong communication and interpersonal skills and the ability to build and maintain relationships
• A background in customer service or sales is a plus
• Must understand customer relationship management (CRM)
• Strategic thinker and ability to analyze and solve problems quickly
• Ability to work well with others and lead a team
• Attentive to detail and organized
• Must be self-motivated, flexible and able to manage several jobs at one time
• Must be ready for field work
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