Verified Job
Accounting - Finance
Relationship Officer Banca Assurance Ubi Bank 1 7 Years
Accounting - Finance
#346293
Remote / WFH
Job Description
Ahmedabad, Kottayam, Thrissur, Jhabua, Ratnagiri, Amritsar, Mansa
Company Details - Life Insurance Company Ltd.
Post:- Bancassurance
Salary:- 1.5LPA to 3LPA
Key Accountabilities (List the expected end results or KPIs that the job holder is
expected to achieve for this job.)
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. New markets/segments: Explore opportunities to develop new markets/ segments
in line with company sales strategy from time to time
5. 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.
6. 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.
– Know all the branch managers, relationship managers & employees of all assigned
branches on a personal level
7. 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.
8. After Sales Service: Accept & follow up on suggestions, request & complaints
received
Experience
1 - 7 Years
Salary
1 Lac To 3 Lac P.A.
Industry
Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification
Other Bachelor Degree
Key Skills
Banca Assurance Executive Insurance Advisor
Company Details - Life Insurance Company Ltd.
Post:- Bancassurance
Salary:- 1.5LPA to 3LPA
Key Accountabilities (List the expected end results or KPIs that the job holder is
expected to achieve for this job.)
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. New markets/segments: Explore opportunities to develop new markets/ segments
in line with company sales strategy from time to time
5. 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.
6. 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.
– Know all the branch managers, relationship managers & employees of all assigned
branches on a personal level
7. 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.
8. After Sales Service: Accept & follow up on suggestions, request & complaints
received
Experience
1 - 7 Years
Salary
1 Lac To 3 Lac P.A.
Industry
Financial Services / Banking, Investments / Insurance / Stock Market / Loan
Qualification
Other Bachelor Degree
Key Skills
Banca Assurance Executive Insurance Advisor
