Relationship Officer - Bancassurance

Skywings Advisors Private Limited

Key Accountabilities

1. Sales: Accept leads generated from in-branch lead generators as well as warm leads provided by the bank from the database as well as generate own leads. Make appointments, explore the customer’s financial needs in life-related investment and insurance needs areas, select appropriate product to meet these needs from the company’s product range, gain customer agreement to purchase, accurately complete sales documentation.

2. Incentive programs: Cascade the incentive programs & ensure complete success in implementation of the same

3. Sales completion process: Responsible for sales completion by facilitating completion of medical reports & ensuring prompt issue of policy document

4. Cross Sell/ Up-Sell: Build a good customer base in order to explore opportunities to cross-sell & up-sell, Obtain referral to further prospects where appropriate.

5. Relationship Building: Build long term relationship with the bank staff & clients by responding appropriately to all bank/client queries either directly received or forwarded by the service company.

6. Customer Relationship Management: Arrange meetings of banks branch managers & staff with existing clients at least once a year, acknowledging birthdays & anniversaries to review their financial circumstances & life insurance needs as well as to obtain referrals to further prospects.

7. After Sales Service: Accept & follow up on suggestions, request & complaints received from clients, ensure claim requests are serviced

8. Performance review: Proactively ensure performance review by submitting various sales reports as per agreed frequencies in order to ensure performance targets are achieved & exceeded, ensure meetings with manager to agree on targets & to review performance.

9. Supporting colleagues & bank sales team: Support other Relationship Managers and the bank sales team requested by the sales manager by coaching them in company knowledge, accompanying them on client visits.

• Experience

  1 - 5 Years

• No. of Openings

  1

• Education

  Professional Degree, Post Graduate Diploma

• Role

  Relationship Officer

• Industry Type

  Insurance / Claims

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office

• Face interview location

  roshini.s@skywingsadvisors.com