Business Banking Relationship Manager (Bancassurance/Agency/Direct Marketing)

Job Description

Responsible for preparing and maintaining insurance policy records. Also handled the tasks of checking premium records on a regular basis Assisted Insurance sales team in achieving monthly sales target. Provided support to insurance sales financial department and handled additional duties and responsibilities as required

Target Achievement

• Drive sales and achieve targets through the bank branches Sales Support

• Support the Customer Relationship Officer in the branch for his/ her sales effort, in terms of generating benefit illustrations, accompanying on client calls Relationship Management

• Bank is the key customer of the Business Development Manager, and he/she must engage an open and trusting relationship with the Branch Managers/officers/staff

• Engage the employees of the bank branches in regular discussions to transfer knowledge about insurance.

• Ensure that all service Lead Generation

• Spearhead all lead generation initiative from the bank – whether through walk-in, data mining, referrals, etc.
  • Experience

    1 - 7 Years

  • No. of Openings

    50

  • Education

    Any Bachelor Degree

  • Role

    Banking Relationship Manager

  • Industry Type

    Banking / Financial Services / Stock Broking

  • Gender

    [ Male / Female ]

  • Job Country

    India

  • Type of Job

    Full Time

  • Work Location Type

    Work from Office

About ConnectIN Jobs Global

ConnectIN Jobs Global is a leading human resources consultancy with a very clear purpose; to help organisations maximise efficiency and profits whilst saving costs. In other words, ConnectIN Jobs Global makes it possible for clients to ensure international best practice throughout the entire employee lifespan whilst increasing efficiency, saving costs and improving results.

This is achieved by making it easier for domestic as well as international organisations to facilitate all of their human resource needs, providing a cost-effective one-stop-solution covering the entire employee lifecycle, with a consistent approach, no matter where they are in the world. ConnectIN Jobs Global boasts a prestigious client portfolio and is the provider of choice for many of the worlds largest financial institutions and professional services companies. Clients can be confident that wherever their employees are located in the world they can have access to the support they need to achieve highest levels of performance.
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