Relationship Manager-Banca

Relationship Manager - Banca

Key Responsibilities

• Sales Target Achievement

  :

  Drive sales and achieve targets

  primarily through the assigned bank branches, ensuring consistent revenue growth.

• Product Sales

  : Actively focus on

  selling the company's products

  to bank customers, leveraging product knowledge and sales techniques.

• Sales Support

  : Provide comprehensive

  sales support

  to the Channel Relationship Officer (CRO) in their sales efforts. This includes

  generating benefit illustrations

  and, when required,

  accompanying on client calls

  to facilitate sales closures.

• Bank Relationship Management

  : Cultivate and maintain a strong,

  open, and trusting relationship with the Branch Managers/officers/staff

  of the bank, as the bank serves as a key customer for the Business Manager.

• Knowledge Transfer & Engagement

  : Regularly

  engage the employees of the bank branches in discussions

  to effectively

  transfer knowledge about insurance

  and the company's product offerings. Proactively

  understand their issues/concerns about selling insurance

  , and work towards resolutions.

• Service & Customer Satisfaction

  :

  Ensure that all service requirements are met

  ,

  medicals are facilitated

  , and ultimately, that

  customers are satisfied

  with the entire process.

Skills

• Strong ability to

  drive sales and achieve targets

  through bank channels.
• Proficiency in

  selling company's products

  .
• Capability to provide effective

  sales support

  , including generating benefit illustrations.
• Excellent

  relationship management

  skills with bank staff.
• Adept at

  engaging bank employees

  and

  transferring product/insurance knowledge

  .
• Ability to

  understand and address sales issues/concerns

  from bank staff.
• Commitment to ensuring

  service requirements are met

  and

  medicals facilitated

  .
• Strong focus on achieving

  customer satisfaction

  .

Qualifications

• Proven experience in a Relationship Manager role, specifically within the Banca channel.
• Demonstrable track record of achieving sales targets through bank branches.
• Strong interpersonal skills with the ability to build and nurture professional relationships.
• Good understanding of financial products, particularly insurance.