Relationship Manager Bancassurance Sun Life

4.0 - 8.0 years

6 - 8 Lacs

mumbai, maharashtra, india

On-site

Person to be presentable in front of channels & drive their requirements Person must be good at excel, PPT Person will be required to liaison with UWD, Ops, IT teams, Compliance & Marketing to get tasks completed Person will be required to drive IT projects Person is required to get pending issues resolved adding to the revenue stream Person required to share analytics to improve the business

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Relationship Officer - Banca Channel Sun Life

2.0 - 5.0 years

2 - 4 Lacs

patiala, punjab, india

On-site

Role & responsibilities To derive Insurance Business from assigned Relationship/Channel partner in an area, to convince the relationship so they can convince their customer to invest in Birla Sunlife Insurance. To ensure all the pre- and post-sales support and services to the relationship as well as to the clients. Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter.

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Bank Relationship Officer Sun Life

1.0 - 6.0 years

2 - 4 Lacs

gurgaon, haryana, india

On-site

Role & responsibilities Identify & conduct daily sales calls for financial planning sessions with clients Acquire customers and generate the targeted amount of premium Deliver Complete Product Information to Customers Monitor & fulfill prospect and customer leads provided by the company for new business or cross sell opportunity Cross sell and upsell products to existing customers & build portfolios Manage the relationship with customers to ensure persistency & renewals Ensure adherence to all sales systems, operational, underwriting, compliance guidelines & ensure accurate data capture Ensure the delivery of all S&D and financial KPI defined for the role Ensure adhere to the defined sales process, AML & KYC guidelines, code of conduct & rules of the company Preferred candidate profile Age 32 yr Max 1-3 year Experience Preferably from Bancassurance or Banking with insurance as cross sales product. Can be look from NBCFs or Broking companies. Must not be a frequent job changer Must have a decent personality with good communication skills

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