Assistant Relationship Manager Bancassurance

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Assistant Relationship Manager Bancassurance
F
First Solution
New Delhi, Delhi (+4 others)
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12 hours agoPart-time
Relationship Manager or Assistant Relationship Manager ( Bancassurance )

Relationship Manager or Assistant Relationship Manager ( Bancassurance )

Relationship Manager or Assistant Relationship Manager ( Bancassurance )

KEY RESPONSIBILITIES:

Sale:
Manage sale through bancassurance channel with multiple branches of banks
assigned.
Achieve pre-set business targets by initiating 3 calls /day from the designated
branches.
Meet Customers of the Bank for Lead generated for insurance cross-selling.
Work jointing with the Branch Manager on Business Implementation plan.
Meet customers within and outside the Branch as and when required to
develop, agree and implement short term and long term plans to achieve sales
targets.
Obtain referrals and writing proposals for bank customers.
Take responsibility of the Cluster/region/zone, fulfil leads of the area &
prospecting new business from the assigned areas.
Closing sale and following up on issuance, to maintain the desired persistency
ratio
Relationship Management:

Managing relationship with the branch managers and employees of the Bank.
Conduct various engagement activities for Bank Employees and Customers
initiated centrally or local.
Involvement in work site activities (putting up stalls and making presentations
in corporate.