Relationship Officer - Banca

Role Overview: As an Execution Specialist, your role will involve analyzing customer segmentation and sales trends to assess the business potential. You will be responsible for conducting trainings at the branch for banking partners and planning activation activities to increase penetration in active branches. Key Responsibilities: - Analyze customer segmentation and sales trends to assess business potential - Conduct trainings for banking partners on regulatory guidelines and products - Plan and execute activation activities at branches to increase penetration Relationship Management: - Drive campaigns and contests to boost sales in profitable segments - Assist banking partners in pitching products and closing sales - Identify cross-sell opportunities for existing customers Service Orientation: - Collaborate with cross-functional teams to ensure seamless work execution - Collect relevant documents from customers post-sales and submit to operations team - Resolve operational issues faced by partners for a smooth experience - Provide support for cancellation requests and policy endorsements, tracking them in coordination with internal ops team Qualifications Required: - Minimum 1-2 years of experience in Banca Insurance Sales - Strong individual performer (Note: No additional details of the company were mentioned in the job description),