Bank Relationship Officer

1 - 6 years

2 - 4 Lacs

Posted:1 day ago| Platform: Foundit logo

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Work Mode

On-site

Job Type

Full Time

Job Description

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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