Branch Relationship Executive

1 - 4 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

Ideal Candidate Profile

  • Preferred : 0.6 4 years in Insurance or Banking Industry
  • Strong communication & convincing skills
  • Graduate (mandatory)
  • Local market knowledge preferred
  • Field sales readiness
    • Age 34 yr Max
    • 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

 
KEY RESPONSIBILITIES

 

Service through relationship management

  • Establishing and strengthening relationship with the allocated customer base.
  • Ensure retention of in his/her allocated Book of Relations (existing customer database).
  • Act as single point of contact for customers for any customer query/complaint.
  • Identify financial goals of customers and providing financial planning assistance.
  • Competition Analysis for giving professional advice to customer
  • Preferable 

    local candidate

     from location mentioned.
  •                Candidate shall have to build strong relationship across the partner network.
  •                Candidate should be good in communication, Posses product knowledge of competition and Presentable

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