Job Description

JOB RESPONSIBILITIES The Relationship Officer has the responsibility of driving sales and achieving the sales target for the assigned bank branches Target Achievement • Drive sales and achieve targets through the Channel partners • Selling companys product Sales & Training Support • Support the Channel Partner in terms of implementing regulatory process. E.g; S P Certification • Support the Channel Partner in its sales effort, in terms of generating benefit illustrations, accompanying on client calls if required etc • Provide Training to Channel Partner and ensure they become self-reliant Relationship Management • The Channel Partner is the key customer of the Business Development Manager and he has to engage an open and trusting relationship with the Branch Managers/officers/staff • Engage the employees of the Channel Partners in regular discussions to transfer knowledge about insurance, Company’s product offerings and understand their issues/ concerns about selling insurance (if any) • Ensure that all service requirements are met, medicals facilitated and customers are satisfied. Lead Generation • Spearhead all lead generation initiative from the Channel Partner – whether through walk in, data-mining, referrals and others.