Relationship Manager
Published date: 2024/01/10
- Location: New Delhi, Delhi, India
KEY RESPONSIBILITIES:
• Will be responsible for meeting sales target through Bank's FOS.
• Will be responsible for maintaining relationships with all constituents in the Bank Branch
• Keeping accurate record of referrals received form all constituents in the bank branch.
• Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
• Shall approach him/herself at least 5 new customers in the bank branch each day.
• Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base.
• Drive effectively the Reward and recognition programs launched for the bank staff.
• Shall train the bank staff regularly on concepts in life insurance and new product introductions.
MEASURES OF SUCCESS:
• * Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
• Relationship with Bank Branch Manager
• Effective Lead generation and meet value / number targets
• Will be responsible for meeting sales target through Bank's FOS.
• Will be responsible for maintaining relationships with all constituents in the Bank Branch
• Keeping accurate record of referrals received form all constituents in the bank branch.
• Shall adhere to agree TATs on first customer contact and follow-ups from the date of the lead being registered.
• Shall approach him/herself at least 5 new customers in the bank branch each day.
• Increasing bank's customer awareness about Life Insurance solutions and achieve the targeted penetration on cross sell within the branch's customer base.
• Drive effectively the Reward and recognition programs launched for the bank staff.
• Shall train the bank staff regularly on concepts in life insurance and new product introductions.
MEASURES OF SUCCESS:
• * Achieving Business Target milestones - AFYP / Blended premium, and no. of cases.
• Relationship with Bank Branch Manager
• Effective Lead generation and meet value / number targets
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