Assistant Relationship Manager- Bnca

Primary Responsibilities:

• Achieve assigned annual target of the branch by driving sales across all customer segments- Business mix in terms of blended premium & no. of cases.
• Maintain cordial relationship across all ranks and files of the branch and resolve escalations with in TATs
• Support banks sales force in terms of various activities
• Joint sales calls to generate leads
• Update branch manager on accurate records of referrals received from all constituents of the branch
• Adhere to the TATs on first customer contact & follow ups from the date the lead is being registered
• Service branch customers for any query
• Regular product training / refresher to the sales force of the branch
• Ensure activation of banks sales force on a weekly, fortnightly, and monthly basis
• Drive productivity by right advising of health insurance solutions
• Measure penetration across relationship manager, client base / branch base
• Update MBHI lead management system
• Engage in branch customer awareness program and explore every possible opportunity to bundle the health insurance proposition
• Create mindshare across branch leadership team
• Drive effectively the Reward and recognition programs launched for the bank staff

Reporting Team

• Reporting Designation: Regional Sales Manager - Bancassurance and Alliances (Non-FOS_64)
• Reporting Department: Bank of Baroda (SD 5a)

Educational qualifications preferred

• Category: Bachelor's Degree

Required work experience

• Industry:
• Role: General Insurance (Bancassurance only). Relationship Management/ Investment & Wealth Advisory (Banks) Has demonstrated capabilities of managing Affluent in previous roles
• Years of experience: 2 to 3

Key Performance Indicators:

• GWP-New
• GWP-Renewal
• Compliance & Audit Adherence
• Claim

Required Competencies: true

Required Knowledge: true

Required Skills:

• Good in relationship management
• Strong communication and presentation skills
• Customer and issues resolution focussed
• Persuading and influencing

Key Relationships:

• Operations

• Respective Bank representatives