Relationship Manager (Bancassurance) Backend

Published date: 2024/01/10
  • Location: Hyderabad, Telangana , India
Key Accountabilities

1. Responsible for Sales for the assigned bank

2. Responsible for advising the distributors on suitable product as per the requirement of their Investor, to be able to analyze the asset allocation of distributors to customize the approach in accordance for focused selling

3 Visibility with the distributors through Telephone calls, one to one meeting, regular dissemination of marketing material (Fact sheets, Brochures), mailers, group meetings with distributor RM/clients of distributors

4. Responsible for providing best in class service for the assigned distributors

5. Should be sensitive to their needs in terms of Product Updates, Query resolution and ensure proper follow up etc.

6. Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive business

7. Responsible for maintaining the data of all the distributors assigned, find out the strategies to counter the competition in the market

8. Create brand awareness by organizing events, conferences, product sessions for distributors for top-of-the-mind recall

9. Ensuring that the distributors are trained on all products and Operational procedures and Informed on the Regulatory Changes on regular basis
Company Name: Avani Consulting

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