Relationship Officer

Kavya Management Services

Job Profile:

 Position is on the payrolls of Aditya Birla Sunlife Insurance.

 Position will be mapped to the respective HDFC Branches per geography based business

requirements

 Core responsibility is to generate insurance business through HDFC branch walk-in customers

and by closing out bound leads generated by the branch staff for the assigned branch

 Providing support to branch profitability by selling ABSLI Insurance product through different

acquisition channels in the catchment area

 Will be responsible for achieving monthly sales target assigned:

1. NOP – Number of policies

2. FYP – First Year premium

3. Staying ahead of competition in term of NOP & FYP due to Open Architecture

4. Persistency – Recurring payments

5. Zero customer complaints - Manage customer complaints & resolve them within

specific TAT and ensure quality customer service is delivered

 Consolidation of market share within Life Insurance in existing markets and generate

penetration in new markets

 Build strong professional synergies with the Banking partner

Key Expectations:

 Managing Bank customers requirements with the best available services and products

 Demonstrate excellent knowledge of insurance and banking products

 Communicate any product changes, process change or change in rules and regulations (internal /

IRDA) with the help of training modules to the banking partners

 Manage the relationship with the banking partner across levels to deliver desired results

 Support all sales and service aspects including sales calls, policy issuance and complaint

management

Desired profile of the candidate

(mandatory)

Attitude & Skill Set

 Should be professionally presentable at all times

 Should be high on communication

 Should possess a strong ability to Influence internal & external customers

 Should be able to develop strong professional relationships across levels of the partner bank

 Should be willing to travel within the assigned geography as required

Desired profile of the

• Experience

  1 - 5 Years

• No. of Openings

  35

• Education

  B.A, B.Com, M.B.A/PGDM

• Role

  Relationship Officer

• Industry Type

  Banking / Financial Services / Stock Broking

• Gender

  [ Male / Female ]

• Job Country

  India

• Type of Job

  Full Time

• Work Location Type

  Work from Office